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Siena Capital’s WEC Energy WEC Stock Holding History

Siena Capital’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
Q3 		$1K Hold
6
– – ﹤0.01% 153
2022
Q2 		$1K Sell
6
-36
-86% -$3.65K ﹤0.01% 219
2022
Q1 		$4K Buy
+42
New +$3.97K ﹤0.01% 253

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Siena Capital's WEC Position: Q3 2022 in Review

Siena Capital held its WEC Energy (WEC) position steady in Q3 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Siena Capital first reported a position in WEC in Q1 2022 and has held it in 3 quarters since. The position peaked at $4K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Siena Capital held 6 shares of WEC Energy worth $1K as of Q3 2022.
  • Siena Capital left its WEC Energy share count unchanged in Q3 2022.
  • WEC Energy made up ﹤0.01% of Siena Capital's portfolio in Q3 2022, its #153 holding.
  • Siena Capital first reported a position in WEC Energy in Q1 2022 and has held it in 3 quarters since.
  • Siena Capital's WEC Energy position peaked at $4K in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.