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StrategIQ Financial Group’s WEC Energy WEC Stock Holding History

StrategIQ 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 		– Sell
-2,364
Closed -$209K – 313
2023
Q2 		$209K Hold
2,364
– – 0.02% 293
2023
Q1 		$224K Hold
2,364
– – 0.03% 269
2022
Q4 		$222K Sell
2,364
-90
-4% -$8.32K 0.03% 265
2022
Q3 		$219K Hold
2,454
– – 0.03% 256
2022
Q2 		$247K Sell
2,454
-611
-20% -$61.9K 0.03% 254
2022
Q1 		$306K Hold
3,065
– – 0.03% 248
2021
Q4 		$297K Buy
+3,065
New +$280K 0.03% 249

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

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

StrategIQ Financial Group sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 2,364 shares — an estimated $209K sold.

StrategIQ Financial Group first reported a position in WEC in Q4 2021 and held it in 7 quarters. The position peaked at $306K in Q1 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • StrategIQ Financial Group reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • StrategIQ Financial Group sold 2,364 WEC Energy shares in Q3 2023, an estimated $209K.
  • StrategIQ Financial Group first reported a position in WEC Energy in Q4 2021 and held it in 7 quarters.
  • StrategIQ Financial Group's WEC Energy position peaked at $306K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on StrategIQ Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.