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Vista Capital Partners’s WEC Energy WEC Stock Holding History

Vista Capital 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
2022
Q3 		– Sell
-2,012
Closed -$202K – 84
2022
Q2 		$202K Sell
2,012
-1,634
-45% -$166K 0.03% 80
2022
Q1 		$364K Sell
3,646
-5,680
-61% -$536K 0.05% 61
2021
Q4 		$905K Sell
9,326
-3,169
-25% -$290K 0.11% 29
2021
Q3 		$1.1M Hold
12,495
– – 0.16% 21
2021
Q2 		$1.11M Buy
+12,495
New +$1.18M 0.16% 19

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vista Capital Partners's WEC Position: Q3 2022 in Review

Vista Capital Partners sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 2,012 shares — an estimated $202K sold.

Vista Capital Partners first reported a position in WEC in Q2 2021 and held it in 5 quarters. The position peaked at $1.11M in Q2 2021. 1,014 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • Vista Capital Partners reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
  • Vista Capital Partners sold 2,012 WEC Energy shares in Q3 2022, an estimated $202K.
  • Vista Capital Partners first reported a position in WEC Energy in Q2 2021 and held it in 5 quarters.
  • Vista Capital Partners's WEC Energy position peaked at $1.11M in Q2 2021.
  • 1,014 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Vista Capital Partners's 13F filing for Q3 2022, filed 8 Nov 2022.