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Principal Street Partners’s WEC Energy WEC Stock Holding History

Principal Street Partners’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
-2,240
Closed -$210K – 240
2022
Q4 		$210K Sell
2,240
-45
-2% -$4.16K 0.05% 214
2022
Q3 		$204K Buy
+2,285
New +$233K 0.05% 191
2020
Q4 		– Sell
-2,545
Closed -$247K – 172
2020
Q3 		$247K Buy
+2,545
New +$237K 0.09% 143
2020
Q2 		– Sell
-10,950
Closed -$965K – 146
2020
Q1 		$965K Buy
+10,950
New +$1.05M 0.41% 55

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Street Partners's WEC Position: Q1 2023 in Review

Principal Street Partners sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 2,240 shares — an estimated $210K sold.

Principal Street Partners first reported a position in WEC in Q1 2020 and held it in 4 quarters. The position peaked at $965K in Q1 2020. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Principal Street Partners reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Principal Street Partners sold 2,240 WEC Energy shares in Q1 2023, an estimated $210K.
  • Principal Street Partners first reported a position in WEC Energy in Q1 2020 and held it in 4 quarters.
  • Principal Street Partners's WEC Energy position peaked at $965K in Q1 2020.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Principal Street Partners's 13F filing for Q1 2023, filed 11 May 2023.