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West Branch Capital’s WEC Energy WEC Stock Holding History

West Branch Capital’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
Q2 		– Sell
-1,032
Closed -$103K – 460
2022
Q1 		$103K Hold
1,032
– – 0.05% 128
2021
Q4 		$100K Hold
1,032
– – 0.04% 141
2021
Q3 		$91K Hold
1,032
– – 0.04% 143
2021
Q2 		$92K Buy
+1,032
New +$97.2K 0.05% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

West Branch Capital's WEC Position: Q2 2022 in Review

West Branch Capital sold out of WEC Energy (WEC) in Q2 2022, closing a stake of 1,032 shares — an estimated $103K sold.

West Branch Capital first reported a position in WEC in Q2 2021 and held it in 4 quarters. The position peaked at $103K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

  • West Branch Capital reported no remaining WEC Energy position as of Q2 2022 after selling out during the quarter.
  • West Branch Capital sold 1,032 WEC Energy shares in Q2 2022, an estimated $103K.
  • West Branch Capital first reported a position in WEC Energy in Q2 2021 and held it in 4 quarters.
  • West Branch Capital's WEC Energy position peaked at $103K in Q1 2022.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.