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WealthPLAN Partners’s WEC Energy WEC Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-23
Closed -$2.03K – 1176
2023
Q2 		$2.03K Hold
23
– – ﹤0.01% 1074
2023
Q1 		$2.18K Buy
+23
New +$2.13K ﹤0.01% 1120
2016
Q3 		$2.58K Sell
45
-45
-50% -$2.81K ﹤0.01% 827
2016
Q2 		$2.94K Buy
+90
New +$5.41K ﹤0.01% 2149

Other funds holding WEC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's WEC Position: Q3 2023 in Review

WealthPLAN Partners sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 23 shares — an estimated $2.03K sold.

WealthPLAN Partners first reported a position in WEC in Q2 2016 and held it in 4 quarters. The position peaked at $2.94K in Q2 2016. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • WealthPLAN Partners reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 23 WEC Energy shares in Q3 2023, an estimated $2.03K.
  • WealthPLAN Partners first reported a position in WEC Energy in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's WEC Energy position peaked at $2.94K in Q2 2016.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.