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Trust Investment Advisors’s WEC Energy WEC Stock Holding History

Trust Investment 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
Q3 		– Sell
-2,404
Closed -$212K – 111
2023
Q2 		$212K Buy
+2,404
New +$222K 0.17% 90

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
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

Trust Investment Advisors's WEC Position: Q3 2023 in Review

Trust Investment Advisors sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 2,404 shares — an estimated $212K sold.

Trust Investment Advisors first reported a position in WEC in Q2 2023 and held it in 1 quarter. The position peaked at $212K in Q2 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Trust Investment Advisors reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Trust Investment Advisors sold 2,404 WEC Energy shares in Q3 2023, an estimated $212K.
  • Trust Investment Advisors first reported a position in WEC Energy in Q2 2023 and held it in 1 quarter.
  • Trust Investment Advisors's WEC Energy position peaked at $212K in Q2 2023.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Trust Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.