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Sierra Capital’s WEC Energy WEC Stock Holding History

Sierra 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
2023
Q1 		– Sell
-15
Closed -$1K – 551
2022
Q4 		$1K Hold
15
– – ﹤0.01% 623
2022
Q3 		$1K Sell
15
-13
-46% -$1.33K ﹤0.01% 640
2022
Q2 		$3K Hold
28
– – ﹤0.01% 550
2022
Q1 		$3K Buy
28
+13
+87% +$1.23K ﹤0.01% 621
2021
Q4 		$1K Buy
+15
New +$1.37K ﹤0.01% 808

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Capital's WEC Position: Q1 2023 in Review

Sierra Capital sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 15 shares — an estimated $1K sold.

Sierra Capital first reported a position in WEC in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Sierra Capital reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 15 WEC Energy shares in Q1 2023, an estimated $1K.
  • Sierra Capital first reported a position in WEC Energy in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's WEC Energy position peaked at $3K in Q2 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.