TA
WEC icon

Tiedemann Advisors’s WEC Energy WEC Stock Holding History

Tiedemann 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
-7,003
Closed -$657K – 269
2022
Q4 		$657K Hold
7,003
– – 0.03% 145
2022
Q3 		$626K Buy
7,003
+843
+14% +$86.1K 0.04% 139
2022
Q2 		$620K Sell
6,160
-58
-0.9% -$5.88K 0.05% 144
2022
Q1 		$621K Buy
6,218
+58
+0.9% +$5.48K 0.03% 172
2021
Q4 		$598K Hold
6,160
– – 0.03% 177
2021
Q3 		$543K Sell
6,160
-87
-1% -$8.16K 0.03% 184
2021
Q2 		$556K Sell
6,247
-104
-2% -$9.8K 0.02% 223
2021
Q1 		$595K Buy
6,351
+2,239
+54% +$195K 0.03% 199
2020
Q4 		$379K Sell
4,112
-26,848
-87% -$2.61M 0.02% 233
2020
Q3 		$3M Sell
30,960
-2,302
-7% -$214K 0.14% 98
2020
Q2 		$2.91M Buy
33,262
+26,704
+407% +$2.41M 0.15% 91
2020
Q1 		$578K Sell
6,558
-23,796
-78% -$2.29M 0.04% 196
2019
Q4 		$2.8M Sell
30,354
-2,150
-7% -$196K 0.13% 88
2019
Q3 		$3.09M Buy
32,504
+1,025
+3% +$92.4K 0.15% 91
2019
Q2 		$2.62M Buy
31,479
+283
+0.9% +$22.7K 0.13% 90
2019
Q1 		$2.47M Sell
31,196
-94
-0.3% -$6.97K 0.12% 116
2018
Q4 		$2.17M Buy
31,290
+400
+1% +$28.1K 0.11% 123
2018
Q3 		$2.06M Buy
30,890
+300
+1% +$20K 0.12% 110
2018
Q2 		$1.98M Buy
30,590
+8,150
+36% +$506K 0.13% 106
2018
Q1 		$1.41M Buy
22,440
+2,330
+12% +$145K 0.1% 118
2017
Q4 		$1.34M Buy
20,110
+6,490
+48% +$435K 0.1% 101
2017
Q3 		$855K Buy
+13,620
New +$869K 0.08% 166

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tiedemann Advisors's WEC Position: Q1 2023 in Review

Tiedemann Advisors sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 7,003 shares — an estimated $657K sold.

Tiedemann Advisors first reported a position in WEC in Q3 2017 and held it in 22 quarters. The position peaked at $3.09M in Q3 2019. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Tiedemann Advisors reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 7,003 WEC Energy shares in Q1 2023, an estimated $657K.
  • Tiedemann Advisors first reported a position in WEC Energy in Q3 2017 and held it in 22 quarters.
  • Tiedemann Advisors's WEC Energy position peaked at $3.09M in Q3 2019.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.