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Sutton Wealth Advisors’s WEC Energy WEC Stock Holding History

Sutton Wealth Advisors’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 		$29.2K Buy
363
+29
+9% +$2.52K 0.01% 297
2023
Q2 		$29.5K Hold
334
– – 0.01% 291
2023
Q1 		$31.7K Sell
334
-2,668
-89% -$247K 0.02% 251
2022
Q4 		$281K Sell
3,002
-23
-0.8% -$2.13K 0.11% 141
2022
Q3 		$271K Hold
3,025
– – 0.11% 138
2022
Q2 		$304K Buy
3,025
+11
+0.4% +$1.11K 0.12% 125
2022
Q1 		$301K Buy
3,014
+19
+0.6% +$1.79K 0.1% 137
2021
Q4 		$291K Buy
2,995
+26
+0.9% +$2.38K 0.1% 140
2021
Q3 		$262K Hold
2,969
– – 0.1% 144
2021
Q2 		$264K Hold
2,969
– – 0.1% 148
2021
Q1 		$278K Buy
2,969
+8
+0.3% +$697 0.11% 134
2020
Q4 		$273K Buy
2,961
+15
+0.5% +$1.46K 0.12% 129
2020
Q3 		$285K Sell
2,946
-7
-0.2% -$652 0.14% 115
2020
Q2 		$259K Buy
2,953
+7
+0.2% +$632 0.14% 114
2020
Q1 		$260K Buy
2,946
+5
+0.2% +$481 0.16% 101
2019
Q4 		$271K Hold
2,941
– – 0.14% 120
2019
Q3 		$280K Hold
2,941
– – 0.16% 113
2019
Q2 		$245K Hold
2,941
– – 0.14% 122
2019
Q1 		$233K Hold
2,941
– – 0.14% 122
2018
Q4 		$204K Buy
2,941
+171
+6% +$12K 0.13% 125
2018
Q3 		$185K Hold
2,770
– – 0.12% 133
2018
Q2 		$179K Hold
2,770
– – 0.12% 133
2018
Q1 		$174K Hold
2,770
– – 0.12% 136
2017
Q4 		$184K Sell
2,770
-69
-2% -$4.63K 0.13% 139
2017
Q3 		$178K Hold
2,839
– – 0.14% 130
2017
Q2 		$174K Hold
2,839
– – 0.14% 131
2017
Q1 		$172K Hold
2,839
– – 0.14% 120
2016
Q4 		$167K Hold
2,839
– – 0.15% 116
2016
Q3 		$170K Hold
2,839
– – 0.16% 110
2016
Q2 		$185K Hold
2,839
– – 0.18% 98
2016
Q1 		$171K Buy
+2,839
New +$159K 0.16% 107

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

Sutton Wealth Advisors's WEC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its WEC Energy (WEC) stake by 8.7% in Q3 2023, buying an estimated $2.52K and bringing the position to 363 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #297.

Sutton Wealth Advisors first reported a position in WEC in Q1 2016 and has held it in 31 quarters since. The position peaked at $304K in Q2 2022. 991 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Sutton Wealth Advisors held 363 shares of WEC Energy worth $29.2K as of Q3 2023.
  • Sutton Wealth Advisors bought 29 WEC Energy shares in Q3 2023, an estimated $2.52K.
  • WEC Energy made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #297 holding.
  • Sutton Wealth Advisors first reported a position in WEC Energy in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's WEC Energy position peaked at $304K in Q2 2022.
  • 991 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.