New Hampshire Trust’s WEC Energy WEC Stock Holding History

New Hampshire Trust’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	-161	Closed	-$15.3K	–	349
2023 Q1	$15.3K	Hold	161	–	–	﹤0.01%	326
2022 Q4	$15.1K	Buy	+161	New	+$14.9K	﹤0.01%	329

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New Hampshire Trust's WEC Position: Q2 2023 in Review

New Hampshire Trust sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 161 shares — an estimated $15.3K sold.

New Hampshire Trust first reported a position in WEC in Q4 2022 and held it in 2 quarters. The position peaked at $15.3K in Q1 2023. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

New Hampshire Trust reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
New Hampshire Trust sold 161 WEC Energy shares in Q2 2023, an estimated $15.3K.
New Hampshire Trust first reported a position in WEC Energy in Q4 2022 and held it in 2 quarters.
New Hampshire Trust's WEC Energy position peaked at $15.3K in Q1 2023.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.