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Waldron Private Wealth’s WEC Energy WEC Stock Holding History

Waldron Private Wealth’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 		– Sell
-2,200
Closed -$209K – 426
2023
Q1 		$209K Buy
+2,200
New +$204K 0.01% 386
2016
Q3 		– Sell
-4,242
Closed -$277K – 164
2016
Q2 		$277K Buy
+4,242
New +$255K 0.1% 109

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waldron Private Wealth's WEC Position: Q2 2023 in Review

Waldron Private Wealth sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 2,200 shares — an estimated $209K sold.

Waldron Private Wealth first reported a position in WEC in Q2 2016 and held it in 2 quarters. The position peaked at $277K in Q2 2016. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • Waldron Private Wealth reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • Waldron Private Wealth sold 2,200 WEC Energy shares in Q2 2023, an estimated $209K.
  • Waldron Private Wealth first reported a position in WEC Energy in Q2 2016 and held it in 2 quarters.
  • Waldron Private Wealth's WEC Energy position peaked at $277K in Q2 2016.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.