West Tower Group’s WEC Energy WEC Stock Holding History

West Tower Group’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 Q4	–	Sell	-512	Closed	-$41.2K	–	778
2023 Q3	$41.2K	Sell	512 -89	-15%	-$7.73K	0.02%	235
2023 Q2	$53K	Buy	+601	New	+$55.5K	0.04%	199

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

West Tower Group's WEC Position: Q4 2023 in Review

West Tower Group sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 512 shares — an estimated $41.2K sold.

West Tower Group first reported a position in WEC in Q2 2023 and held it in 2 quarters. The position peaked at $53K in Q2 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

West Tower Group reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 512 WEC Energy shares in Q4 2023, an estimated $41.2K.
West Tower Group first reported a position in WEC Energy in Q2 2023 and held it in 2 quarters.
West Tower Group's WEC Energy position peaked at $53K in Q2 2023.
1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.