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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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.