PCA Investment Advisory Services’s WEC Energy WEC Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-1,628	Closed	-$144K	–	418
2023 Q2	$144K	Buy	+1,628	New	+$150K	0.09%	151

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

PCA Investment Advisory Services's WEC Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 1,628 shares — an estimated $144K sold.

PCA Investment Advisory Services first reported a position in WEC in Q2 2023 and held it in 1 quarter. The position peaked at $144K in Q2 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

PCA Investment Advisory Services reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 1,628 WEC Energy shares in Q3 2023, an estimated $144K.
PCA Investment Advisory Services first reported a position in WEC Energy in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's WEC Energy position peaked at $144K in Q2 2023.
990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.