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Ten Capital Wealth Advisors’s WEC Energy WEC Stock Holding History

Ten Capital 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
Q1 		– Sell
-79
Closed -$7.41K – 666
2022
Q4 		$7.41K Sell
79
-37
-32% -$3.42K ﹤0.01% 344
2022
Q3 		$10K Buy
+116
New +$11.8K ﹤0.01% 306

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

Ten Capital Wealth Advisors's WEC Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 79 shares — an estimated $7.41K sold.

Ten Capital Wealth Advisors first reported a position in WEC in Q3 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 79 WEC Energy shares in Q1 2023, an estimated $7.41K.
  • Ten Capital Wealth Advisors first reported a position in WEC Energy in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's WEC Energy position peaked at $10K in Q3 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.