MNBTD
WEC icon

Moody National Bank Trust Division’s WEC Energy WEC Stock Holding History

Moody National Bank Trust Division’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
Q4 		– Sell
-3,377
Closed -$272K – 644
2023
Q3 		$272K Buy
3,377
+209
+7% +$18.2K 0.02% 523
2023
Q2 		$280K Sell
3,168
-137
-4% -$12.7K 0.02% 529
2023
Q1 		$313K Buy
3,305
+137
+4% +$12.7K 0.03% 499
2022
Q4 		$297K Sell
3,168
-265
-8% -$24.5K 0.03% 490
2022
Q3 		$307K Hold
3,433
– – 0.03% 456
2022
Q2 		$345K Buy
+3,433
New +$348K 0.04% 365
2019
Q1 		– Sell
-243
Closed -$17K – 1396
2018
Q4 		$17K Buy
+243
New +$17.1K ﹤0.01% 501
2015
Q2 		– Sell
-13,058
Closed -$647K – 234
2015
Q1 		$647K Buy
13,058
+112
+0.9% +$5.86K 0.05% 115
2014
Q4 		$683K Sell
12,946
-40
-0.3% -$1.96K 0.05% 124
2014
Q3 		$558K Sell
12,986
-39
-0.3% -$1.73K 0.04% 141
2014
Q2 		$612K Hold
13,025
– – 0.04% 133
2014
Q1 		$606K Sell
13,025
-100
-0.8% -$4.31K 0.04% 125
2013
Q4 		$542K Sell
13,125
-40
-0.3% -$1.66K 0.04% 142
2013
Q3 		$531K Sell
13,165
-545
-4% -$22.7K 0.04% 129
2013
Q2 		$562K Buy
+13,710
New +$581K 0.04% 118

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Moody National Bank Trust Division's WEC Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 3,377 shares — an estimated $272K sold.

Moody National Bank Trust Division first reported a position in WEC in Q2 2013 and held it in 15 quarters. The position peaked at $683K in Q4 2014. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Moody National Bank Trust Division reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Moody National Bank Trust Division sold 3,377 WEC Energy shares in Q4 2023, an estimated $272K.
  • Moody National Bank Trust Division first reported a position in WEC Energy in Q2 2013 and held it in 15 quarters.
  • Moody National Bank Trust Division's WEC Energy position peaked at $683K in Q4 2014.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.