ICA Group Wealth Management’s WEC Energy WEC Stock Holding History

ICA Group Wealth Management’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 Q3	–	Sell	-4	Closed	-$353	–	1233
2023 Q2	$353	Buy	+4	New	+$370	﹤0.01%	1277
2022 Q4	–	Sell	-5,504	Closed	-$492K	–	1340
2022 Q3	$492K	Buy	5,504 +33	+0.6%	+$3.37K	0.1%	195
2022 Q2	$589K	Buy	5,471 +267	+5%	+$27.1K	0.11%	176
2022 Q1	$543K	Buy	+5,204	New	+$491K	0.1%	183

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

ICA Group Wealth Management's WEC Position: Q3 2023 in Review

ICA Group Wealth Management sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 4 shares — an estimated $353 sold.

ICA Group Wealth Management first reported a position in WEC in Q1 2022 and held it in 4 quarters. The position peaked at $589K in Q2 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

ICA Group Wealth Management reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 4 WEC Energy shares in Q3 2023, an estimated $353.
ICA Group Wealth Management first reported a position in WEC Energy in Q1 2022 and held it in 4 quarters.
ICA Group Wealth Management's WEC Energy position peaked at $589K in Q2 2022.
990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.