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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
2020
Q2 		– Sell
-20,300
Closed -$1.79M – 2095
2020
Q1 		$1.79M Sell
20,300
-4,800
-19% -$462K 0.02% 733
2019
Q4 		$2.31M Sell
25,100
-45,100
-64% -$4.11M 0.02% 961
2019
Q3 		$6.68M Buy
70,200
+58,600
+505% +$5.28M 0.05% 373
2019
Q2 		$967K Buy
11,600
+9,200
+383% +$738K 0.01% 1323
2019
Q1 		$190K Buy
+2,400
New +$178K ﹤0.01% 1961

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.