Triton Wealth Management’s WEC Energy WEC Stock Holding History

Triton Wealth Management’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
2022 Q4	–	Sell	-2,314	Closed	-$214K	–	89
2022 Q3	$214K	Buy	2,314 +1	+0%	+$102	0.13%	70
2022 Q2	$240K	Buy	2,313 +4	+0.2%	+$406	0.17%	67
2022 Q1	$223K	Hold	2,309	–	–	0.12%	85
2021 Q4	$223K	Buy	2,309 +1	+0%	+$91	0.12%	85
2021 Q3	$206K	Buy	2,308 +2	+0.1%	+$188	0.1%	104
2021 Q2	$222K	Hold	2,306	–	–	0.13%	102
2021 Q1	$217K	Hold	2,306	–	–	0.15%	97
2020 Q4	$208K	Hold	2,306	–	–	0.13%	82
2020 Q3	$227K	Hold	2,306	–	–	0.19%	65
2020 Q2	$218K	Hold	2,306	–	–	0.23%	65
2020 Q1	$204K	Buy	+2,306	New	+$222K	0.33%	58

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Triton Wealth Management's WEC Position: Q4 2022 in Review

Triton Wealth Management sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 2,314 shares — an estimated $214K sold.

Triton Wealth Management first reported a position in WEC in Q1 2020 and held it in 11 quarters. The position peaked at $240K in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Triton Wealth Management reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
Triton Wealth Management sold 2,314 WEC Energy shares in Q4 2022, an estimated $214K.
Triton Wealth Management first reported a position in WEC Energy in Q1 2020 and held it in 11 quarters.
Triton Wealth Management's WEC Energy position peaked at $240K in Q2 2022.
1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Triton Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.