Psagot Value Holdings’s WEC Energy WEC Stock Holding History

Psagot Value Holdings’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	-2	Closed	–	–	631
2023 Q2	$0	Sell	2 -4	-67%	-$370	﹤0.01%	634
2023 Q1	$1K	Buy	+6	New	+$556	﹤0.01%	482

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

Psagot Value Holdings's WEC Position: Q3 2023 in Review

Psagot Value Holdings sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 2 shares.

Psagot Value Holdings first reported a position in WEC in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

Psagot Value Holdings reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 2 WEC Energy shares in Q3 2023.
Psagot Value Holdings first reported a position in WEC Energy in Q1 2023 and held it in 2 quarters.
Psagot Value Holdings's WEC Energy position peaked at $1K in Q1 2023.
990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.