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Meritage Group’s WEC Energy WEC Stock Holding History

Meritage Group’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
Q2 		– Sell
-2,328
Closed -$221K – 66
2023
Q1 		$221K Sell
2,328
-39
-2% -$3.61K 0.01% 43
2022
Q4 		$222K Buy
+2,367
New +$219K 0.01% 35
2021
Q2 		– Sell
-3,627
Closed -$339K – 42
2021
Q1 		$339K Buy
+3,627
New +$316K 0.01% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meritage Group's WEC Position: Q2 2023 in Review

Meritage Group sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 2,328 shares — an estimated $221K sold.

Meritage Group first reported a position in WEC in Q1 2021 and held it in 3 quarters. The position peaked at $339K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • Meritage Group reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • Meritage Group sold 2,328 WEC Energy shares in Q2 2023, an estimated $221K.
  • Meritage Group first reported a position in WEC Energy in Q1 2021 and held it in 3 quarters.
  • Meritage Group's WEC Energy position peaked at $339K in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Meritage Group's 13F filing for Q2 2023, filed 11 Aug 2023.