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Mechanics Financial Corp’s WEC Energy WEC Stock Holding History

Mechanics Financial Corp’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
-100
Closed -$10K – 234
2022
Q2 		$10K Hold
100
– – 0.01% 181
2022
Q1 		$10K Hold
100
– – 0.01% 177
2021
Q4 		$10K Buy
+100
New +$9.14K ﹤0.01% 181

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

Mechanics Financial Corp's WEC Position: Q3 2022 in Review

Mechanics Financial Corp sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 100 shares — an estimated $10K sold.

Mechanics Financial Corp first reported a position in WEC in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Mechanics Financial Corp reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
  • Mechanics Financial Corp sold 100 WEC Energy shares in Q3 2022, an estimated $10K.
  • Mechanics Financial Corp first reported a position in WEC Energy in Q4 2021 and held it in 3 quarters.
  • Mechanics Financial Corp's WEC Energy position peaked at $10K in Q2 2022.
  • 1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Mechanics Financial Corp's 13F filing for Q3 2022, filed 28 Oct 2022.