Quilter Plc’s WEC Energy WEC Stock Holding History

Quilter Plc’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	–	Sell	-236	Closed	-$234K	–	248
2023 Q1	$234K	Buy	+236	New	+$21.9K	﹤0.01%	230

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

Quilter Plc's WEC Position: Q2 2023 in Review

Quilter Plc sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 236 shares — an estimated $234K sold.

Quilter Plc first reported a position in WEC in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

Quilter Plc reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
Quilter Plc sold 236 WEC Energy shares in Q2 2023, an estimated $234K.
Quilter Plc first reported a position in WEC Energy in Q1 2023 and held it in 1 quarter.
Quilter Plc's WEC Energy position peaked at $234K in Q1 2023.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Quilter Plc's 13F filing for Q2 2023, filed 19 Jul 2023.