Syverson Strege & Co’s WEC Energy WEC Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-165	Closed	-$15.7K	–	623
2023 Q1	$15.7K	Hold	165	–	–	0.01%	210
2022 Q4	$15.5K	Hold	165	–	–	0.01%	183
2022 Q3	$15K	Hold	165	–	–	0.01%	170
2022 Q2	$17K	Hold	165	–	–	0.01%	193
2022 Q1	$17K	Hold	165	–	–	0.02%	174
2021 Q4	$16K	Hold	165	–	–	0.01%	186
2021 Q3	$15K	Hold	165	–	–	0.01%	205
2021 Q2	$15K	Hold	165	–	–	0.01%	180
2021 Q1	$15K	Hold	165	–	–	0.02%	178
2020 Q4	$15K	Buy	+165	New	+$16.1K	0.01%	167

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syverson Strege & Co's WEC Position: Q2 2023 in Review

Syverson Strege & Co sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 165 shares — an estimated $15.7K sold.

Syverson Strege & Co first reported a position in WEC in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

Syverson Strege & Co reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 165 WEC Energy shares in Q2 2023, an estimated $15.7K.
Syverson Strege & Co first reported a position in WEC Energy in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's WEC Energy position peaked at $17K in Q2 2022.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.