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Seeyond’s WEC Energy WEC Stock Holding History

Seeyond’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 		$619K Sell
6,607
-24,635
-79% -$2.28M 0.06% 383
2022
Q3 		$2.79M Sell
31,242
-5,906
-16% -$603K 0.34% 74
2022
Q2 		$3.74M Buy
37,148
+5,772
+18% +$585K 0.43% 40
2022
Q1 		$3.13M Sell
31,376
-934
-3% -$88.2K 0.31% 71
2021
Q4 		$3.14M Sell
32,310
-2,394
-7% -$219K 0.29% 73
2021
Q3 		$3.06M Buy
34,704
+5,491
+19% +$515K 0.3% 74
2021
Q2 		$2.6M Buy
29,213
+131
+0.5% +$12.3K 0.24% 108
2021
Q1 		$2.72M Buy
29,082
+4,502
+18% +$392K 0.27% 82
2020
Q4 		$2.26M Sell
24,580
-139
-0.6% -$13.5K 0.23% 123
2020
Q3 		$2.4M Buy
24,719
+487
+2% +$45.4K 0.26% 90
2020
Q2 		$2.12M Buy
24,232
+1,370
+6% +$124K 0.24% 106
2020
Q1 		$2.02M Sell
22,862
-1,546
-6% -$149K 0.28% 82
2019
Q4 		$2.25M Sell
24,408
-434
-2% -$39.6K 0.24% 130
2019
Q3 		$2.36M Sell
24,842
-1,828
-7% -$165K 0.25% 111
2019
Q2 		$2.22M Sell
26,670
-4,615
-15% -$370K 0.23% 130
2019
Q1 		$2.47M Sell
31,285
-2,044
-6% -$152K 0.24% 132
2018
Q4 		$2.31M Buy
+33,329
New +$2.34M 0.32% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Seeyond's WEC Position: Q4 2022 in Review

Seeyond reduced its WEC Energy (WEC) stake by 79% in Q4 2022, selling an estimated $2.28M and leaving 6,607 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #383.

Seeyond first reported a position in WEC in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.74M in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Seeyond held 6,607 shares of WEC Energy worth $619K as of Q4 2022.
  • Seeyond sold 24,635 WEC Energy shares in Q4 2022, an estimated $2.28M.
  • WEC Energy made up 0.06% of Seeyond's portfolio in Q4 2022, its #383 holding.
  • Seeyond first reported a position in WEC Energy in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's WEC Energy position peaked at $3.74M in Q2 2022.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.