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Western Pacific Wealth Management’s WEC Energy WEC Stock Holding History

Western Pacific Wealth Management’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
-38
Closed -$3.06K – 282
2023
Q3 		$3.06K Hold
38
– – ﹤0.01% 239
2023
Q2 		$3.35K Hold
38
– – ﹤0.01% 244
2023
Q1 		$3.6K Hold
38
– – ﹤0.01% 249
2022
Q4 		$3.56K Buy
+38
New +$3.51K ﹤0.01% 247

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Western Pacific Wealth Management's WEC Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 38 shares — an estimated $3.06K sold.

Western Pacific Wealth Management first reported a position in WEC in Q4 2022 and held it in 4 quarters. The position peaked at $3.6K in Q1 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 38 WEC Energy shares in Q4 2023, an estimated $3.06K.
  • Western Pacific Wealth Management first reported a position in WEC Energy in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's WEC Energy position peaked at $3.6K in Q1 2023.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.