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Steward Financial Group’s WEC Energy WEC Stock Holding History

Steward Financial Group’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
Q3 		$3K Buy
+43
New +$3.74K ﹤0.01% 898
2023
Q2 		– Sell
-83
Closed -$7K – 1004
2023
Q1 		$7K Buy
83
+34
+69% +$3.15K ﹤0.01% 260
2022
Q4 		$4K Buy
+49
New +$4.53K ﹤0.01% 233
2022
Q3 		– Sell
-38
Closed -$3K – 1315
2022
Q2 		$3K Buy
+38
New +$3.85K ﹤0.01% 493

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's WEC Position: Q3 2023 in Review

Steward Financial Group opened a new position in WEC Energy (WEC) in Q3 2023: 43 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WEC as recently as Q1 2023.

Steward Financial Group first reported a position in WEC in Q2 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Steward Financial Group held 43 shares of WEC Energy worth $3K as of Q3 2023.
  • WEC Energy was a new Steward Financial Group position in Q3 2023.
  • WEC Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #898 holding.
  • Steward Financial Group first reported a position in WEC Energy in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's WEC Energy position peaked at $7K in Q1 2023.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.