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Simplicity Solutions’s WEC Energy WEC Stock Holding History

Simplicity Solutions’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
Q4 		$612K Sell
7,270
-626
-8% -$51.6K 0.02% 602
2023
Q3 		$636K Sell
7,896
-2,218
-22% -$193K 0.02% 539
2023
Q2 		$892K Buy
10,114
+2,539
+34% +$235K 0.02% 492
2023
Q1 		$718K Buy
7,575
+2,712
+56% +$251K 0.02% 584
2022
Q4 		$456K Sell
4,863
-947
-16% -$87.5K 0.06% 367
2022
Q3 		$520K Buy
5,810
+1,723
+42% +$176K 0.08% 298
2022
Q2 		$411K Buy
4,087
+379
+10% +$38.4K 0.05% 352
2022
Q1 		$370K Sell
3,708
-1,362
-27% -$129K 0.05% 385
2021
Q4 		$492K Buy
5,070
+2,160
+74% +$197K 0.05% 398
2021
Q3 		$257K Buy
2,910
+215
+8% +$20.2K 0.04% 488
2021
Q2 		$240K Buy
2,695
+369
+16% +$34.8K 0.05% 453
2021
Q1 		$218K Sell
2,326
-7,443
-76% -$649K 0.05% 451
2020
Q4 		$899K Sell
9,769
-8,266
-46% -$804K 0.01% 569
2020
Q3 		$1.75M Buy
18,035
+4,977
+38% +$464K 0.03% 360
2020
Q2 		$1.15M Buy
13,058
+3,787
+41% +$342K 0.02% 434
2020
Q1 		$817K Buy
9,271
+1,710
+23% +$164K 0.03% 389
2019
Q4 		$697K Buy
7,561
+3,566
+89% +$325K 0.02% 464
2019
Q3 		$380K Sell
3,995
-408
-9% -$36.8K 0.02% 477
2019
Q2 		$367K Buy
+4,403
New +$353K 0.02% 440
2019
Q1 		– Sell
-5,317
Closed -$369K – 807
2018
Q4 		$369K Buy
5,317
+1,206
+29% +$84.7K 0.05% 386
2018
Q3 		$274K Buy
+4,111
New +$274K 0.02% 415

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Simplicity Solutions's WEC Position: Q4 2023 in Review

Simplicity Solutions reduced its WEC Energy (WEC) stake by 7.9% in Q4 2023, selling an estimated $51.6K and leaving 7,270 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #602.

Simplicity Solutions first reported a position in WEC in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.75M in Q3 2020. 1,053 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Simplicity Solutions held 7,270 shares of WEC Energy worth $612K as of Q4 2023.
  • Simplicity Solutions sold 626 WEC Energy shares in Q4 2023, an estimated $51.6K.
  • WEC Energy made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #602 holding.
  • Simplicity Solutions first reported a position in WEC Energy in Q3 2018 and has held it in 21 quarters since.
  • Simplicity Solutions's WEC Energy position peaked at $1.75M in Q3 2020.
  • 1,053 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.