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World Equity Group’s WEC Energy WEC Stock Holding History

World Equity 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
Q1 		– Sell
-3,601
Closed -$338K – 592
2022
Q4 		$338K Hold
3,601
– – 0.08% 233
2022
Q3 		$322K Hold
3,601
– – 0.08% 236
2022
Q2 		$362K Sell
3,601
-46
-1% -$4.66K 0.09% 224
2022
Q1 		$364K Buy
+3,647
New +$344K 0.08% 254

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

World Equity Group's WEC Position: Q1 2023 in Review

World Equity Group sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 3,601 shares — an estimated $338K sold.

World Equity Group first reported a position in WEC in Q1 2022 and held it in 4 quarters. The position peaked at $364K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • World Equity Group reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • World Equity Group sold 3,601 WEC Energy shares in Q1 2023, an estimated $338K.
  • World Equity Group first reported a position in WEC Energy in Q1 2022 and held it in 4 quarters.
  • World Equity Group's WEC Energy position peaked at $364K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on World Equity Group's 13F filing for Q1 2023, filed 26 Aug 2024.