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Jackson Wealth Management’s WEC Energy WEC Stock Holding History

Jackson 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
2022
Q4 		– Sell
-16,356
Closed -$1.46M – 116
2022
Q3 		$1.46M Buy
16,356
+10,449
+177% +$1.07M 0.29% 67
2022
Q2 		$594K Sell
5,907
-9,094
-61% -$922K 0.28% 68
2022
Q1 		$1.5M Buy
15,001
+305
+2% +$28.8K 0.21% 86
2021
Q4 		$1.43M Buy
14,696
+429
+3% +$39.2K 0.18% 94
2021
Q3 		$9K Buy
14,267
+404
+3% +$37.9K 0.11% 69
2021
Q2 		$1.23M Sell
13,863
-304
-2% -$28.6K 0.16% 97
2021
Q1 		$1.33M Sell
14,167
-153
-1% -$13.3K 0.2% 94
2020
Q4 		$1.32M Buy
14,320
+2,208
+18% +$215K 0.18% 102
2020
Q3 		$1.17M Buy
12,112
+1,414
+13% +$132K 0.18% 96
2020
Q2 		$938K Buy
10,698
+3,251
+44% +$293K 0.17% 101
2020
Q1 		$640K Buy
+7,447
New +$716K 0.13% 93

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jackson Wealth Management's WEC Position: Q4 2022 in Review

Jackson Wealth Management sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 16,356 shares — an estimated $1.46M sold.

Jackson Wealth Management first reported a position in WEC in Q1 2020 and held it in 11 quarters. The position peaked at $1.5M in Q1 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Jackson Wealth Management reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 16,356 WEC Energy shares in Q4 2022, an estimated $1.46M.
  • Jackson Wealth Management first reported a position in WEC Energy in Q1 2020 and held it in 11 quarters.
  • Jackson Wealth Management's WEC Energy position peaked at $1.5M in Q1 2022.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.