Hamilton Capital’s WEC Energy WEC Stock Holding History

Hamilton Capital’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,337	Closed	-$219K	–	154
2022 Q4	$219K	Buy	+2,337	New	+$216K	0.01%	128
2022 Q1	–	Sell	-3,782	Closed	-$367K	–	155
2021 Q4	$367K	Buy	+3,782	New	+$346K	0.03%	91
2019 Q3	–	Sell	-2,959	Closed	-$247K	–	54
2019 Q2	$247K	Buy	+2,959	New	+$237K	0.09%	47

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hamilton Capital's WEC Position: Q1 2023 in Review

Hamilton Capital sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 2,337 shares — an estimated $219K sold.

Hamilton Capital first reported a position in WEC in Q2 2019 and held it in 3 quarters. The position peaked at $367K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

Hamilton Capital reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
Hamilton Capital sold 2,337 WEC Energy shares in Q1 2023, an estimated $219K.
Hamilton Capital first reported a position in WEC Energy in Q2 2019 and held it in 3 quarters.
Hamilton Capital's WEC Energy position peaked at $367K in Q4 2021.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Hamilton Capital's 13F filing for Q1 2023, filed 3 May 2023.