Shorepoint Capital Partners’s WEC Energy WEC Stock Holding History

Shorepoint Capital Partners’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 Q1	–	Sell	-3,358	Closed	-$315K	–	142
2022 Q4	$315K	Buy	+3,358	New	+$310K	0.09%	118
2021 Q1	–	Sell	-4,465	Closed	-$411K	–	82
2020 Q4	$411K	Hold	4,465	–	–	0.23%	67
2020 Q3	$433K	Hold	4,465	–	–	0.27%	68
2020 Q2	$391K	Sell	4,465 -25	-0.6%	-$2.25K	0.25%	70
2020 Q1	$396K	Sell	4,490 -10	-0.2%	-$962	0.32%	67
2019 Q4	$415K	Hold	4,500	–	–	0.24%	75
2019 Q3	$428K	Hold	4,500	–	–	0.25%	73
2019 Q2	$375K	Hold	4,500	–	–	0.21%	79
2019 Q1	$356K	Buy	+4,500	New	+$334K	0.2%	79

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shorepoint Capital Partners's WEC Position: Q1 2023 in Review

Shorepoint Capital Partners sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 3,358 shares — an estimated $315K sold.

Shorepoint Capital Partners first reported a position in WEC in Q1 2019 and held it in 9 quarters. The position peaked at $433K in Q3 2020. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

Shorepoint Capital Partners reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
Shorepoint Capital Partners sold 3,358 WEC Energy shares in Q1 2023, an estimated $315K.
Shorepoint Capital Partners first reported a position in WEC Energy in Q1 2019 and held it in 9 quarters.
Shorepoint Capital Partners's WEC Energy position peaked at $433K in Q3 2020.
1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Shorepoint Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.