MCWS
WEC icon

McKinley Carter Wealth Services’s WEC Energy WEC Stock Holding History

McKinley Carter Wealth Services’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
-2,512
Closed -$222K – 301
2023
Q2 		$222K Hold
2,512
– – 0.02% 283
2023
Q1 		$238K Sell
2,512
-613
-20% -$56.8K 0.02% 272
2022
Q4 		$293K Buy
3,125
+725
+30% +$67K 0.02% 244
2022
Q3 		$215K Sell
2,400
-208
-8% -$21.2K 0.02% 265
2022
Q2 		$262K Buy
2,608
+197
+8% +$20K 0.02% 255
2022
Q1 		$241K Sell
2,411
-415
-15% -$39.2K 0.02% 262
2021
Q4 		$274K Buy
2,826
+415
+17% +$37.9K 0.02% 253
2021
Q3 		$213K Hold
2,411
– – 0.02% 274
2021
Q2 		$214K Sell
2,411
-19
-0.8% -$1.79K 0.02% 271
2021
Q1 		$228K Sell
2,430
-30
-1% -$2.62K 0.02% 270
2020
Q4 		$226K Buy
+2,460
New +$239K 0.03% 240

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's WEC Position: Q3 2023 in Review

McKinley Carter Wealth Services sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 2,512 shares — an estimated $222K sold.

McKinley Carter Wealth Services first reported a position in WEC in Q4 2020 and held it in 11 quarters. The position peaked at $293K in Q4 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • McKinley Carter Wealth Services reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,512 WEC Energy shares in Q3 2023, an estimated $222K.
  • McKinley Carter Wealth Services first reported a position in WEC Energy in Q4 2020 and held it in 11 quarters.
  • McKinley Carter Wealth Services's WEC Energy position peaked at $293K in Q4 2022.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.