Ray Dalio
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Ray Dalio’s WEC Energy WEC Stock Holding History

Ray Dalio’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
-30,263
Closed -$2.87M – 775
2023
Q1 		$2.87M Sell
30,263
-102,633
-77% -$9.5M 0.02% 405
2022
Q4 		$12.5M Buy
132,896
+83,576
+169% +$7.72M 0.07% 215
2022
Q3 		$4.41M Sell
49,320
-52,723
-52% -$5.39M 0.02% 409
2022
Q2 		$10.3M Buy
102,043
+31,534
+45% +$3.2M 0.04% 322
2022
Q1 		$7.04M Buy
70,509
+53,240
+308% +$5.03M 0.03% 377
2021
Q4 		$1.68M Buy
+17,269
New +$1.58M 0.01% 485
2020
Q3 		– Sell
-5,341
Closed -$468K – 506
2020
Q2 		$468K Sell
5,341
-4,269
-44% -$385K 0.01% 271
2020
Q1 		$847K Buy
+9,610
New +$924K 0.02% 220
2019
Q1 		– Sell
-22,310
Closed -$1.54M – 510
2018
Q4 		$1.54M Buy
22,310
+7,152
+47% +$502K 0.01% 280
2018
Q3 		$1.01M Buy
15,158
+9,570
+171% +$638K 0.01% 222
2018
Q2 		$361K Sell
5,588
-3,527
-39% -$219K ﹤0.01% 386
2018
Q1 		$572K Buy
+9,115
New +$566K 0.01% 369
2017
Q3 		– Sell
-7,422
Closed -$456K – 400
2017
Q2 		$456K Buy
+7,422
New +$458K ﹤0.01% 265
2015
Q3 		– Sell
-8,254
Closed -$371K – 497
2015
Q2 		$371K Buy
+8,254
New +$396K ﹤0.01% 287
2013
Q3 		– Sell
-5,200
Closed -$213K – 404
2013
Q2 		$213K Buy
+5,200
New +$221K ﹤0.01% 317

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 $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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's WEC Position: Q2 2023 in Review

Ray Dalio sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 30,263 shares — an estimated $2.87M sold.

Ray Dalio first reported a position in WEC in Q2 2013 and held it in 15 quarters. The position peaked at $12.5M in Q4 2022. 1,027 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • Ray Dalio reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • Ray Dalio sold 30,263 WEC Energy shares in Q2 2023, an estimated $2.87M.
  • Ray Dalio first reported a position in WEC Energy in Q2 2013 and held it in 15 quarters.
  • Ray Dalio's WEC Energy position peaked at $12.5M in Q4 2022.
  • 1,027 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Bridgewater Associates's 13F filing for Q2 2023, filed 11 Aug 2023.