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Jackson Creek Investment Advisors’s WEC Energy WEC Stock Holding History

Jackson Creek Investment Advisors’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
-5,872
Closed -$551K – 374
2022
Q4 		$551K Sell
5,872
-403
-6% -$37.2K 0.24% 217
2022
Q3 		$561K Sell
6,275
-195
-3% -$19.9K 0.26% 203
2022
Q2 		$672K Buy
6,470
+2,255
+53% +$229K 0.27% 196
2022
Q1 		$421K Buy
+4,215
New +$398K 0.15% 261

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Creek Investment Advisors's WEC Position: Q1 2023 in Review

Jackson Creek Investment Advisors sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 5,872 shares — an estimated $551K sold.

Jackson Creek Investment Advisors first reported a position in WEC in Q1 2022 and held it in 4 quarters. The position peaked at $672K in Q2 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Jackson Creek Investment Advisors reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,872 WEC Energy shares in Q1 2023, an estimated $551K.
  • Jackson Creek Investment Advisors first reported a position in WEC Energy in Q1 2022 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's WEC Energy position peaked at $672K in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.