SIA
WEC icon

Schechter Investment Advisors’s WEC Energy WEC Stock Holding History

Schechter Investment Advisors’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
-3,025
Closed -$267K – 677
2023
Q2 		$267K Sell
3,025
-689
-19% -$63.7K 0.02% 515
2023
Q1 		$352K Buy
3,714
+270
+8% +$25K 0.03% 488
2022
Q4 		$323K Sell
3,444
-246
-7% -$22.7K 0.03% 611
2022
Q3 		$330K Buy
3,690
+489
+15% +$50K 0.03% 662
2022
Q2 		$321K Buy
3,201
+718
+29% +$72.8K 0.03% 690
2022
Q1 		$248K Buy
+2,483
New +$234K 0.02% 769

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schechter Investment Advisors's WEC Position: Q3 2023 in Review

Schechter Investment Advisors sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 3,025 shares — an estimated $267K sold.

Schechter Investment Advisors first reported a position in WEC in Q1 2022 and held it in 6 quarters. The position peaked at $352K in Q1 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Schechter Investment Advisors reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 3,025 WEC Energy shares in Q3 2023, an estimated $267K.
  • Schechter Investment Advisors first reported a position in WEC Energy in Q1 2022 and held it in 6 quarters.
  • Schechter Investment Advisors's WEC Energy position peaked at $352K in Q1 2023.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.