MayTech Global Investments’s WEC Energy WEC Stock Holding History

MayTech Global 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 Q3	–	Sell	-17,432	Closed	-$1.54M	–	32
2023 Q2	$1.54M	Buy	+17,432	New	+$1.61M	0.3%	25
2023 Q1	–	Sell	-17,432	Closed	-$1.63M	–	60
2022 Q4	$1.63M	Buy	+17,432	New	+$1.61M	0.54%	23
2022 Q3	–	Sell	-17,432	Closed	-$1.75M	–	69
2022 Q2	$1.75M	Hold	17,432	–	–	0.56%	23
2022 Q1	$1.74M	Hold	17,432	–	–	0.4%	28
2021 Q4	$1.69M	Hold	17,432	–	–	0.34%	27
2021 Q3	$1.54M	Hold	17,432	–	–	0.32%	24
2021 Q2	$1.55M	Hold	17,432	–	–	0.32%	25
2021 Q1	$1.63M	Hold	17,432	–	–	0.39%	26
2020 Q4	$1.6M	Hold	17,432	–	–	0.38%	27
2020 Q3	$1.69M	Hold	17,432	–	–	0.45%	28
2020 Q2	$1.53M	Hold	17,432	–	–	0.48%	29
2020 Q1	$1.54M	Hold	17,432	–	–	0.7%	26
2019 Q4	$1.61M	Hold	17,432	–	–	0.7%	30
2019 Q3	$1.66M	Hold	17,432	–	–	0.82%	25
2019 Q2	$1.45M	Hold	17,432	–	–	0.73%	24
2019 Q1	$1.38M	Hold	17,432	–	–	0.73%	23
2018 Q4	$1.21M	Hold	17,432	–	–	0.78%	21
2018 Q3	$1.16M	Sell	17,432 -167	-0.9%	-$11.1K	0.57%	24
2018 Q2	$1.14M	Sell	17,599 -1,306	-7%	-$81.2K	0.64%	24
2018 Q1	$1.19M	Hold	18,905	–	–	0.69%	26
2017 Q4	$1.26M	Buy	+18,905	New	+$1.27M	0.83%	26

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

MayTech Global Investments's WEC Position: Q3 2023 in Review

MayTech Global Investments sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 17,432 shares — an estimated $1.54M sold.

MayTech Global Investments first reported a position in WEC in Q4 2017 and held it in 21 quarters. The position peaked at $1.75M in Q2 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

MayTech Global Investments reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
MayTech Global Investments sold 17,432 WEC Energy shares in Q3 2023, an estimated $1.54M.
MayTech Global Investments first reported a position in WEC Energy in Q4 2017 and held it in 21 quarters.
MayTech Global Investments's WEC Energy position peaked at $1.75M in Q2 2022.
990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on MayTech Global Investments's 13F filing for Q3 2023, filed 13 Nov 2023.