Symmetry Partners’s WEC Energy WEC Stock Holding History

Symmetry Partners’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
2022 Q4	–	Sell	-16,328	Closed	-$1.46M	–	559
2022 Q3	$1.46M	Buy	16,328 +821	+5%	+$83.9K	0.1%	109
2022 Q2	$1.56M	Buy	+15,507	New	+$1.57M	0.11%	104
2021 Q4	–	Sell	-3,682	Closed	-$327K	–	653
2021 Q3	$327K	Hold	3,682	–	–	0.02%	537
2021 Q2	$328K	Hold	3,682	–	–	0.02%	544
2021 Q1	$345K	Sell	3,682 -66	-2%	-$5.75K	0.02%	523
2020 Q4	$345K	Sell	3,748 -8	-0.2%	-$778	0.03%	490
2020 Q3	$364K	Buy	+3,756	New	+$350K	0.03%	422

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Symmetry Partners's WEC Position: Q4 2022 in Review

Symmetry Partners sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 16,328 shares — an estimated $1.46M sold.

Symmetry Partners first reported a position in WEC in Q3 2020 and held it in 7 quarters. The position peaked at $1.56M in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Symmetry Partners reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Symmetry Partners sold 16,328 WEC Energy shares in Q4 2022, an estimated $1.46M.
Symmetry Partners first reported a position in WEC Energy in Q3 2020 and held it in 7 quarters.
Symmetry Partners's WEC Energy position peaked at $1.56M in Q2 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Symmetry Partners's 13F filing for Q4 2022, filed 6 Jan 2023.