TimeScale Financial’s WEC Energy WEC Stock Holding History

TimeScale Financial’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	$11.9K	Buy	135 +2	+2%	+$185	﹤0.01%	343
2023 Q1	$12.6K	Buy	133 +2	+2%	+$185	﹤0.01%	325
2022 Q4	$11.7K	Hold	131	–	–	﹤0.01%	279
2022 Q3	$12K	Buy	131 +1	+0.8%	+$102	﹤0.01%	282
2022 Q2	$13K	Buy	130 +1	+0.8%	+$101	﹤0.01%	262
2022 Q1	$13K	Buy	129 +1	+0.8%	+$94	﹤0.01%	277
2021 Q4	$12K	Buy	128 +1	+0.8%	+$91	﹤0.01%	295
2021 Q3	$11K	Buy	127 +1	+0.8%	+$94	﹤0.01%	308
2021 Q2	$11K	Buy	126 +1	+0.8%	+$94	﹤0.01%	317
2021 Q1	$12K	Buy	125 +1	+0.8%	+$87	﹤0.01%	305
2020 Q4	$11K	Hold	124	–	–	﹤0.01%	277
2020 Q3	$12K	Buy	124 +1	+0.8%	+$93	﹤0.01%	273
2020 Q2	$11K	Buy	123 +1	+0.8%	+$90	﹤0.01%	282
2020 Q1	$10K	Hold	122	–	–	﹤0.01%	274
2019 Q4	$11K	Hold	122	–	–	﹤0.01%	356
2019 Q3	$12K	Hold	122	–	–	﹤0.01%	335
2019 Q2	$10K	Buy	+122	New	+$9.78K	﹤0.01%	359

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

TimeScale Financial's WEC Position: Q2 2023 in Review

TimeScale Financial increased its WEC Energy (WEC) stake by 1.5% in Q2 2023, buying an estimated $185 and bringing the position to 135 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

TimeScale Financial first reported a position in WEC in Q2 2019 and has held it in 17 quarters since. The position peaked at $13K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

TimeScale Financial held 135 shares of WEC Energy worth $11.9K as of Q2 2023.
TimeScale Financial bought 2 WEC Energy shares in Q2 2023, an estimated $185.
WEC Energy made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #343 holding.
TimeScale Financial first reported a position in WEC Energy in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's WEC Energy position peaked at $13K in Q2 2022.
1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.