Safeguard Financial’s WEC Energy WEC Stock Holding History

Safeguard Financial’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	-941	Closed	-$83K	–	555
2023 Q2	$83K	Buy	+941	New	+$86.9K	0.04%	110

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

Safeguard Financial's WEC Position: Q3 2023 in Review

Safeguard Financial sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 941 shares — an estimated $83K sold.

Safeguard Financial first reported a position in WEC in Q2 2023 and held it in 1 quarter. The position peaked at $83K in Q2 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

Safeguard Financial reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 941 WEC Energy shares in Q3 2023, an estimated $83K.
Safeguard Financial first reported a position in WEC Energy in Q2 2023 and held it in 1 quarter.
Safeguard Financial's WEC Energy position peaked at $83K in Q2 2023.
990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.