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Tilia Fiduciary Partners’s WEC Energy WEC Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-360
Closed -$31.8K – 501
2023
Q2 		$31.8K Hold
360
– – 0.03% 259
2023
Q1 		$34.1K Hold
360
– – 0.03% 249
2022
Q4 		$33.8K Hold
360
– – 0.03% 236
2022
Q3 		$31K Hold
360
– – 0.03% 241
2022
Q2 		$36K Hold
360
– – 0.03% 240
2022
Q1 		$36K Hold
360
– – 0.03% 247
2021
Q4 		$35K Buy
+360
New +$32.9K 0.03% 255

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tilia Fiduciary Partners's WEC Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 360 shares — an estimated $31.8K sold.

Tilia Fiduciary Partners first reported a position in WEC in Q4 2021 and held it in 7 quarters. The position peaked at $36K in Q2 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 360 WEC Energy shares in Q3 2023, an estimated $31.8K.
  • Tilia Fiduciary Partners first reported a position in WEC Energy in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's WEC Energy position peaked at $36K in Q2 2022.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.