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Premier Asset Management’s WEC Energy WEC Stock Holding History

Premier Asset Management’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
-3,598
Closed -$337K – 98
2022
Q4 		$337K Buy
3,598
+79
+2% +$7.3K 0.42% 67
2022
Q3 		$315K Buy
+3,519
New +$359K 0.33% 66

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Premier Asset Management's WEC Position: Q1 2023 in Review

Premier Asset Management sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 3,598 shares — an estimated $337K sold.

Premier Asset Management first reported a position in WEC in Q3 2022 and held it in 2 quarters. The position peaked at $337K in Q4 2022. 1,015 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Premier Asset Management reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Premier Asset Management sold 3,598 WEC Energy shares in Q1 2023, an estimated $337K.
  • Premier Asset Management first reported a position in WEC Energy in Q3 2022 and held it in 2 quarters.
  • Premier Asset Management's WEC Energy position peaked at $337K in Q4 2022.
  • 1,015 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Premier Asset Management's 13F filing for Q1 2023.