JSF Financial’s WEC Energy WEC Stock Holding History

JSF Financial’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	-7,454	Closed	-$667K	–	128
2022 Q3	$667K	Buy	7,454 +266	+4%	+$27.2K	0.25%	45
2022 Q2	$723K	Buy	7,188 +485	+7%	+$49.2K	0.33%	45
2022 Q1	$669K	Buy	+6,703	New	+$633K	0.28%	46

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JSF Financial's WEC Position: Q4 2022 in Review

JSF Financial sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 7,454 shares — an estimated $667K sold.

JSF Financial first reported a position in WEC in Q1 2022 and held it in 3 quarters. The position peaked at $723K in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

JSF Financial reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
JSF Financial sold 7,454 WEC Energy shares in Q4 2022, an estimated $667K.
JSF Financial first reported a position in WEC Energy in Q1 2022 and held it in 3 quarters.
JSF Financial's WEC Energy position peaked at $723K in Q2 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on JSF Financial's 13F filing for Q4 2022, filed 10 Feb 2023.