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Simmons Bank’s WEC Energy WEC Stock Holding History

Simmons Bank’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
-3,558
Closed -$334K – 347
2022
Q4 		$334K Sell
3,558
-265
-7% -$24.5K 0.03% 277
2022
Q3 		$342K Hold
3,823
– – 0.03% 276
2022
Q2 		$385K Buy
3,823
+250
+7% +$25.3K 0.03% 272
2022
Q1 		$356K Hold
3,573
– – 0.03% 297
2021
Q4 		$347K Buy
+3,573
New +$327K 0.02% 318
2021
Q3 		– Sell
-2,490
Closed -$222K – 394
2021
Q2 		$222K Hold
2,490
– – 0.02% 355
2021
Q1 		$233K Sell
2,490
-176
-7% -$15.3K 0.02% 338
2020
Q4 		$246K Buy
2,666
+110
+4% +$10.7K 0.02% 331
2020
Q3 		$247K Sell
2,556
-251
-9% -$23.4K 0.02% 314
2020
Q2 		$246K Sell
2,807
-150
-5% -$13.5K 0.02% 315
2020
Q1 		$261K Sell
2,957
-775
-21% -$74.5K 0.02% 300
2019
Q4 		$344K Sell
3,732
-167
-4% -$15.2K 0.03% 290
2019
Q3 		$370K Sell
3,899
-1,017
-21% -$91.6K 0.04% 289
2019
Q2 		$410K Buy
4,916
+175
+4% +$14K 0.04% 285
2019
Q1 		$374K Buy
4,741
+525
+12% +$39K 0.04% 288
2018
Q4 		$292K Buy
4,216
+300
+8% +$21.1K 0.03% 294
2018
Q3 		$261K Sell
3,916
-34
-0.9% -$2.27K 0.03% 339
2018
Q2 		$256K Sell
3,950
-192
-5% -$11.9K 0.02% 334
2018
Q1 		$259K Buy
4,142
+28
+0.7% +$1.74K 0.02% 319
2017
Q4 		$273K Hold
4,114
– – 0.03% 272
2017
Q3 		$259K Buy
+4,114
New +$262K 0.03% 286

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

Simmons Bank's WEC Position: Q1 2023 in Review

Simmons Bank sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 3,558 shares — an estimated $334K sold.

Simmons Bank first reported a position in WEC in Q3 2017 and held it in 21 quarters. The position peaked at $410K in Q2 2019. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Simmons Bank reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Simmons Bank sold 3,558 WEC Energy shares in Q1 2023, an estimated $334K.
  • Simmons Bank first reported a position in WEC Energy in Q3 2017 and held it in 21 quarters.
  • Simmons Bank's WEC Energy position peaked at $410K in Q2 2019.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Simmons Bank's 13F filing for Q1 2023, filed 28 Apr 2023.