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Investment Partners’s WEC Energy WEC Stock Holding History

Investment Partners’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
2022
Q4 		– Sell
-5,832
Closed -$522K – 249
2022
Q3 		$522K Buy
5,832
+3,770
+183% +$385K 0.16% 132
2022
Q2 		$208K Sell
2,062
-47
-2% -$4.76K 0.1% 149
2022
Q1 		$210K Buy
2,109
+13
+0.6% +$1.23K 0.09% 162
2021
Q4 		$203K Sell
2,096
-316
-13% -$28.9K 0.08% 168
2021
Q3 		$213K Sell
2,412
-510
-17% -$47.8K 0.1% 156
2021
Q2 		$260K Buy
2,922
+12
+0.4% +$1.13K 0.12% 143
2021
Q1 		$272K Buy
2,910
+15
+0.5% +$1.31K 0.13% 130
2020
Q4 		$266K Buy
+2,895
New +$282K 0.14% 125
2019
Q2 		– Sell
-2,974
Closed -$235K – 154
2019
Q1 		$235K Buy
2,974
+13
+0.4% +$964 0.17% 127
2018
Q4 		$205K Buy
+2,961
New +$208K 0.17% 124
2018
Q1 		– Sell
-3,710
Closed -$246K – 162
2017
Q4 		$246K Buy
+3,710
New +$249K 0.18% 126
2016
Q4 		– Sell
-3,868
Closed -$232K – 176
2016
Q3 		$232K Buy
+3,868
New +$241K 0.13% 159

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Investment Partners's WEC Position: Q4 2022 in Review

Investment Partners sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 5,832 shares — an estimated $522K sold.

Investment Partners first reported a position in WEC in Q3 2016 and held it in 12 quarters. The position peaked at $522K in Q3 2022. 1,066 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Investment Partners reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 5,832 WEC Energy shares in Q4 2022, an estimated $522K.
  • Investment Partners first reported a position in WEC Energy in Q3 2016 and held it in 12 quarters.
  • Investment Partners's WEC Energy position peaked at $522K in Q3 2022.
  • 1,066 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.