MGAM
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McGowan Group Asset Management’s WEC Energy WEC Stock Holding History

McGowan Group 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
2022
Q3 		– Sell
-2,000
Closed -$201K – 124
2022
Q2 		$201K Buy
+2,000
New +$203K 0.03% 120

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McGowan Group Asset Management's WEC Position: Q3 2022 in Review

McGowan Group Asset Management sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 2,000 shares — an estimated $201K sold.

McGowan Group Asset Management first reported a position in WEC in Q2 2022 and held it in 1 quarter. The position peaked at $201K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • McGowan Group Asset Management reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
  • McGowan Group Asset Management sold 2,000 WEC Energy shares in Q3 2022, an estimated $201K.
  • McGowan Group Asset Management first reported a position in WEC Energy in Q2 2022 and held it in 1 quarter.
  • McGowan Group Asset Management's WEC Energy position peaked at $201K in Q2 2022.
  • 1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on McGowan Group Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.