Schubert & Co’s WEC Energy WEC Stock Holding History

Schubert & Co’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	-42	Closed	-$3.98K	–	1505
2023 Q1	$3.98K	Buy	42 +3	+8%	+$278	﹤0.01%	563
2022 Q4	$3.66K	Sell	39 -13	-25%	-$1.2K	﹤0.01%	559
2022 Q3	$5K	Buy	52 +10	+24%	+$1.02K	﹤0.01%	438
2022 Q2	$4K	Buy	42 +21	+100%	+$2.13K	﹤0.01%	503
2022 Q1	$2K	Buy	21 +3	+17%	+$283	﹤0.01%	513
2021 Q4	$2K	Buy	+18	New	+$1.65K	﹤0.01%	471

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

Schubert & Co's WEC Position: Q2 2023 in Review

Schubert & Co sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 42 shares — an estimated $3.98K sold.

Schubert & Co first reported a position in WEC in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2022. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

Schubert & Co reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 42 WEC Energy shares in Q2 2023, an estimated $3.98K.
Schubert & Co first reported a position in WEC Energy in Q4 2021 and held it in 6 quarters.
Schubert & Co's WEC Energy position peaked at $5K in Q3 2022.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.