Kula Investments’s WEC Energy WEC Stock Holding History

Kula Investments’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 Q1	–	Sell	-5,945	Closed	-$557K	–	875
2022 Q4	$557K	Buy	+5,945	New	+$549K	0.16%	181

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's WEC Position: Q1 2023 in Review

Kula Investments sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 5,945 shares — an estimated $557K sold.

Kula Investments first reported a position in WEC in Q4 2022 and held it in 1 quarter. The position peaked at $557K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

Kula Investments reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 5,945 WEC Energy shares in Q1 2023, an estimated $557K.
Kula Investments first reported a position in WEC Energy in Q4 2022 and held it in 1 quarter.
Kula Investments's WEC Energy position peaked at $557K in Q4 2022.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.