Slocum, Gordon & Co’s WEC Energy WEC Stock Holding History

Slocum, Gordon & Co’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 Q2	–	Sell	-1	Closed	-$97	–	160
2023 Q1	$97	Hold	1	–	–	﹤0.01%	141
2022 Q4	$95	Buy	+1	New	+$92	﹤0.01%	141

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Slocum, Gordon & Co's WEC Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 1 share — an estimated $97 sold.

Slocum, Gordon & Co first reported a position in WEC in Q4 2022 and held it in 2 quarters. The position peaked at $97 in Q1 2023. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

Slocum, Gordon & Co reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
Slocum, Gordon & Co sold 1 WEC Energy share in Q2 2023, an estimated $97.
Slocum, Gordon & Co first reported a position in WEC Energy in Q4 2022 and held it in 2 quarters.
Slocum, Gordon & Co's WEC Energy position peaked at $97 in Q1 2023.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.