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Strategic Blueprint’s WEC Energy WEC Stock Holding History

Strategic Blueprint’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
-2,958
Closed -$277K – 556
2022
Q4 		$277K Sell
2,958
-143
-5% -$13.2K 0.03% 416
2022
Q3 		$277K Buy
3,101
+894
+41% +$91.3K 0.03% 392
2022
Q2 		$222K Buy
+2,207
New +$224K 0.03% 447
2021
Q3 		– Sell
-1,609
Closed -$143K – 1320
2021
Q2 		$143K Buy
+1,609
New +$152K 0.02% 427
2019
Q4 		– Sell
-1,794
Closed -$171K – 428
2019
Q3 		$171K Buy
+1,794
New +$162K 0.13% 75

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

Strategic Blueprint's WEC Position: Q1 2023 in Review

Strategic Blueprint sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 2,958 shares — an estimated $277K sold.

Strategic Blueprint first reported a position in WEC in Q3 2019 and held it in 5 quarters. The position peaked at $277K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Strategic Blueprint reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Strategic Blueprint sold 2,958 WEC Energy shares in Q1 2023, an estimated $277K.
  • Strategic Blueprint first reported a position in WEC Energy in Q3 2019 and held it in 5 quarters.
  • Strategic Blueprint's WEC Energy position peaked at $277K in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Strategic Blueprint's 13F filing for Q1 2023, filed 28 Apr 2023.