JG
WEC icon

Jefferies Group’s WEC Energy WEC Stock Holding History

Jefferies Group’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
Q3 		$334K Buy
+3,730
New +$381K ﹤0.01% 1189
2021
Q2 		– Sell
-17,715
Closed -$1.66M – 2034
2021
Q1 		$1.66M Buy
17,715
+11,869
+203% +$1.03M 0.01% 742
2020
Q4 		$538K Buy
+5,846
New +$569K ﹤0.01% 1111
2020
Q2 		– Sell
-2,221
Closed -$196K – 2094
2020
Q1 		$196K Sell
2,221
-3,308
-60% -$318K ﹤0.01% 1682
2019
Q4 		$510K Buy
5,529
+2,836
+105% +$259K ﹤0.01% 1795
2019
Q3 		$256K Buy
+2,693
New +$243K ﹤0.01% 2256
2019
Q2 		– Sell
-6,137
Closed -$492K – 2891
2019
Q1 		$485K Sell
6,137
-26,596
-81% -$1.97M ﹤0.01% 1604
2018
Q4 		$2.27M Sell
32,733
-81,753
-71% -$5.74M 0.02% 756
2018
Q3 		$7.64M Buy
114,486
+100,371
+711% +$6.69M 0.05% 360
2018
Q2 		$913K Sell
14,115
-236,662
-94% -$14.7M 0.01% 1316
2018
Q1 		$15.7M Buy
250,777
+210,216
+518% +$13M 0.08% 155
2017
Q4 		$2.69M Sell
40,561
-12,841
-24% -$862K 0.01% 837
2017
Q3 		$3.35M Buy
53,402
+38,151
+250% +$2.43M 0.02% 692
2017
Q2 		$936K Buy
15,251
+9,740
+177% +$602K 0.01% 1344
2017
Q1 		$334K Sell
5,511
-43,336
-89% -$2.55M ﹤0.01% 1771
2016
Q4 		$2.87M Buy
48,847
+16,244
+50% +$932K 0.02% 788
2016
Q3 		$1.95M Buy
32,603
+13,932
+75% +$870K 0.01% 951
2016
Q2 		$1.22M Buy
+18,671
New +$1.12M 0.01% 1083
2015
Q3 		– Sell
-20,066
Closed -$902K – 3095
2015
Q2 		$902K Buy
20,066
+11,066
+123% +$531K ﹤0.01% 1296
2015
Q1 		$446K Buy
+9,000
New +$471K ﹤0.01% 1416
2014
Q1 		– Sell
-21,320
Closed -$881K – 2408
2013
Q4 		$881K Buy
21,320
+7,130
+50% +$296K 0.01% 884
2013
Q3 		$573K Buy
+14,190
New +$591K 0.01% 1144

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Group's WEC Position: Q3 2022 in Review

Jefferies Group opened a new position in WEC Energy (WEC) in Q3 2022: 3,730 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings. This is a return to the name: Jefferies Group previously reported a position in WEC as recently as Q1 2021.

Jefferies Group first reported a position in WEC in Q3 2013 and has held it in 22 quarters since. The position peaked at $15.7M in Q1 2018. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Jefferies Group held 3,730 shares of WEC Energy worth $334K as of Q3 2022.
  • WEC Energy was a new Jefferies Group position in Q3 2022.
  • WEC Energy made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1189 holding.
  • Jefferies Group first reported a position in WEC Energy in Q3 2013 and has held it in 22 quarters since.
  • Jefferies Group's WEC Energy position peaked at $15.7M in Q1 2018.
  • 1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.