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Kingsbury Capital Investment Advisors’s WEC Energy WEC Stock Holding History

Kingsbury Capital Investment Advisors’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 		$268K Hold
2,997
– – 0.41% 50
2022
Q2 		$302K Buy
2,997
+56
+2% +$5.68K 0.42% 54
2022
Q1 		$293K Buy
+2,941
New +$278K 0.32% 62

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kingsbury Capital Investment Advisors's WEC Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors held its WEC Energy (WEC) position steady in Q3 2022 at 2,997 shares worth $268K. The position accounts for 0.41% of the portfolio, ranked #50.

Kingsbury Capital Investment Advisors first reported a position in WEC in Q1 2022 and has held it in 3 quarters since. The position peaked at $302K in Q2 2022. 1,014 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 2,997 shares of WEC Energy worth $268K as of Q3 2022.
  • Kingsbury Capital Investment Advisors left its WEC Energy share count unchanged in Q3 2022.
  • WEC Energy made up 0.41% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #50 holding.
  • Kingsbury Capital Investment Advisors first reported a position in WEC Energy in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's WEC Energy position peaked at $302K in Q2 2022.
  • 1,014 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.