Jupiter Asset Management’s WEC Energy WEC Stock Holding History

Jupiter Asset 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
2023 Q3	–	Sell	-537,166	Closed	-$47.4M	–	598
2023 Q2	$47.4M	Buy	+537,166	New	+$49.6M	0.52%	48
2022 Q4	–	Sell	-39,744	Closed	-$3.55M	–	583
2022 Q3	$3.55M	Buy	+39,744	New	+$4.06M	0.05%	283

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Jupiter Asset Management's WEC Position: Q3 2023 in Review

Jupiter Asset Management sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 537,166 shares — an estimated $47.4M sold.

Jupiter Asset Management first reported a position in WEC in Q3 2022 and held it in 2 quarters. The position peaked at $47.4M in Q2 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

Jupiter Asset Management reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
Jupiter Asset Management sold 537,166 WEC Energy shares in Q3 2023, an estimated $47.4M.
Jupiter Asset Management first reported a position in WEC Energy in Q3 2022 and held it in 2 quarters.
Jupiter Asset Management's WEC Energy position peaked at $47.4M in Q2 2023.
990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Jupiter Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.