Riverview Trust Company’s WEC Energy WEC Stock Holding History

Riverview Trust Company’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
2022 Q4	–	Sell	-337	Closed	-$30K	–	872
2022 Q3	$30K	Hold	337	–	–	0.03%	279
2022 Q2	$34K	Hold	337	–	–	0.03%	262
2022 Q1	$34K	Buy	+337	New	+$31.8K	0.03%	282
2019 Q2	–	Sell	-29	Closed	-$2K	–	411
2019 Q1	$2K	Buy	+29	New	+$2.15K	﹤0.01%	413

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Riverview Trust Company's WEC Position: Q4 2022 in Review

Riverview Trust Company sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 337 shares — an estimated $30K sold.

Riverview Trust Company first reported a position in WEC in Q1 2019 and held it in 4 quarters. The position peaked at $34K in Q2 2022. 1,066 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Riverview Trust Company reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Riverview Trust Company sold 337 WEC Energy shares in Q4 2022, an estimated $30K.
Riverview Trust Company first reported a position in WEC Energy in Q1 2019 and held it in 4 quarters.
Riverview Trust Company's WEC Energy position peaked at $34K in Q2 2022.
1,066 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.