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TIAA FSB’s WEC Energy WEC Stock Holding History

TIAA FSB’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 		$1.25M Sell
14,207
-214
-1% -$19.8K ﹤0.01% 296
2023
Q1 		$1.37M Sell
14,421
-674
-4% -$62.4K 0.01% 275
2022
Q4 		$1.42M Buy
15,095
+1,094
+8% +$101K 0.01% 273
2022
Q3 		$1.25M Sell
14,001
-435
-3% -$44.4K 0.01% 274
2022
Q2 		$1.45M Sell
14,436
-772
-5% -$78.3K 0.01% 272
2022
Q1 		$1.52M Buy
15,208
+2,456
+19% +$232K 0.01% 278
2021
Q4 		$1.24M Sell
12,752
-1,122
-8% -$103K ﹤0.01% 294
2021
Q3 		$1.22M Sell
13,874
-248
-2% -$23.3K ﹤0.01% 293
2021
Q2 		$1.26M Sell
14,122
-536
-4% -$50.5K ﹤0.01% 298
2021
Q1 		$1.37M Sell
14,658
-3,014
-17% -$263K ﹤0.01% 282
2020
Q4 		$1.63M Buy
+17,672
New +$1.72M 0.01% 261
2019
Q3 		– Sell
-21,917
Closed -$1.83M – 294
2019
Q2 		$1.83M Sell
21,917
-1,201
-5% -$96.3K 0.01% 215
2019
Q1 		$1.83M Sell
23,118
-4,503
-16% -$334K 0.01% 217
2018
Q4 		$1.91M Sell
27,621
-3,747
-12% -$263K 0.01% 208
2018
Q3 		$2.09M Sell
31,368
-905
-3% -$60.3K 0.01% 223
2018
Q2 		$2.09M Sell
32,273
-2,901
-8% -$180K 0.01% 221
2018
Q1 		$2.21M Buy
35,174
+32
+0.1% +$1.99K 0.01% 221
2017
Q4 		$2.33M Buy
35,142
+138
+0.4% +$9.26K 0.01% 232
2017
Q3 		$2.2M Buy
35,004
+5,718
+20% +$365K 0.01% 234
2017
Q2 		$1.8M Buy
+29,286
New +$1.81M 0.01% 245

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TIAA FSB's WEC Position: Q2 2023 in Review

TIAA FSB reduced its WEC Energy (WEC) stake by 1.5% in Q2 2023, selling an estimated $19.8K and leaving 14,207 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #296.

TIAA FSB first reported a position in WEC in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.33M in Q4 2017. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • TIAA FSB held 14,207 shares of WEC Energy worth $1.25M as of Q2 2023.
  • TIAA FSB sold 214 WEC Energy shares in Q2 2023, an estimated $19.8K.
  • WEC Energy made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #296 holding.
  • TIAA FSB first reported a position in WEC Energy in Q2 2017 and has held it in 20 quarters since.
  • TIAA FSB's WEC Energy position peaked at $2.33M in Q4 2017.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.