Mitsubishi UFJ Morgan Stanley Securities’s WEC Energy WEC Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q1	–	Sell	-30	Closed	-$3K	–	187
2022 Q4	$3K	Sell	30 -30	-50%	-$2.77K	0.03%	175
2022 Q3	$5K	Hold	60	–	–	0.07%	146
2022 Q2	$6K	Hold	60	–	–	0.01%	139
2022 Q1	$6K	Sell	60 -210	-78%	-$19.8K	0.01%	147
2021 Q4	$26K	Sell	270 -270	-50%	-$24.7K	0.01%	119
2021 Q3	$48K	Sell	540 -340	-39%	-$31.9K	0.04%	70
2021 Q2	$78K	Buy	+880	New	+$82.9K	0.58%	40
2014 Q2	–	Sell	-220	Closed	-$10K	–	294
2014 Q1	$10K	Buy	+220	New	+$9.48K	0.03%	207

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's WEC Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 30 shares — an estimated $3K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in WEC in Q1 2014 and held it in 8 quarters. The position peaked at $78K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 30 WEC Energy shares in Q1 2023, an estimated $3K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in WEC Energy in Q1 2014 and held it in 8 quarters.
Mitsubishi UFJ Morgan Stanley Securities's WEC Energy position peaked at $78K in Q2 2021.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.