Pictet Asset Management (Switzerland)’s WEC Energy WEC Stock Holding History

Pictet Asset Management (Switzerland)’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	$321M	Sell	3,635,804 -121,222	-3%	-$11.2M	0.38%	74
2023 Q1	$356M	Sell	3,757,026 -94,420	-2%	-$8.74M	0.44%	52
2022 Q4	$361M	Sell	3,851,446 -42,612	-1%	-$3.94M	0.52%	41
2022 Q3	$348M	Sell	3,894,058 -11,272	-0.3%	-$1.15M	0.52%	39
2022 Q2	$393M	Sell	3,905,330 -55,786	-1%	-$5.66M	0.55%	34
2022 Q1	$395M	Sell	3,961,116 -85,358	-2%	-$8.06M	0.45%	52
2021 Q4	$393M	Sell	4,046,474 -263,320	-6%	-$24.1M	0.39%	58
2021 Q3	$380M	Buy	+4,309,794	New	+$404M	0.42%	55

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

Pictet Asset Management (Switzerland)'s WEC Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its WEC Energy (WEC) stake by 3.2% in Q2 2023, selling an estimated $11.2M and leaving 3,635,804 shares worth $321M. The position accounts for 0.38% of the portfolio, ranked #74.

Pictet Asset Management (Switzerland) first reported a position in WEC in Q3 2021 and has held it in 8 quarters since. The position peaked at $395M in Q1 2022. 1,027 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

Pictet Asset Management (Switzerland) held 3,635,804 shares of WEC Energy worth $321M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 121,222 WEC Energy shares in Q2 2023, an estimated $11.2M.
WEC Energy made up 0.38% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #74 holding.
Pictet Asset Management (Switzerland) first reported a position in WEC Energy in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s WEC Energy position peaked at $395M in Q1 2022.
1,027 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.