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YorkBridge Wealth Partners’s WEC Energy WEC Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$240K Sell
2,565
-48
-2% -$4.44K 0.06% 225
2022
Q3 		$234K Buy
2,613
+48
+2% +$4.9K 0.06% 243
2022
Q2 		$258K Hold
2,565
– – 0.07% 225
2022
Q1 		$256K Hold
2,565
– – 0.06% 261
2021
Q4 		$249K Hold
2,565
– – 0.06% 253
2021
Q3 		$226K Sell
2,565
-2,314
-47% -$217K 0.06% 245
2021
Q2 		$434K Sell
4,879
-1,201
-20% -$113K 0.11% 140
2021
Q1 		$569K Buy
6,080
+818
+16% +$71.3K 0.17% 108
2020
Q4 		$484K Buy
5,262
+132
+3% +$12.8K 0.16% 105
2020
Q3 		$497K Buy
5,130
+38
+0.7% +$3.54K 0.21% 94
2020
Q2 		$446K Sell
5,092
-84
-2% -$7.58K 0.2% 94
2020
Q1 		$456K Buy
5,176
+29
+0.6% +$2.79K 0.28% 84
2019
Q4 		$475K Buy
5,147
+138
+3% +$12.6K 0.22% 109
2019
Q3 		$476K Sell
5,009
-2,046
-29% -$184K 0.24% 99
2019
Q2 		$588K Sell
7,055
-22
-0.3% -$1.76K 0.26% 85
2019
Q1 		$560K Sell
7,077
-76
-1% -$5.64K 0.26% 87
2018
Q4 		$495K Sell
7,153
-3
-0% -$211 0.26% 91
2018
Q3 		$477K Sell
7,156
-106
-1% -$7.07K 0.22% 104
2018
Q2 		$469K Buy
7,262
+572
+9% +$35.5K 0.21% 102
2018
Q1 		$412K Buy
6,690
+450
+7% +$27.9K 0.19% 113
2017
Q4 		$382K Buy
6,240
+1,826
+41% +$123K 0.18% 117
2017
Q3 		$277K Sell
4,414
-166
-4% -$10.6K 0.14% 139
2017
Q2 		$280K Sell
4,580
-96
-2% -$5.93K 0.15% 136
2017
Q1 		$284K Sell
4,676
-241
-5% -$14.2K 0.15% 133
2016
Q4 		$278K Buy
+4,917
New +$282K 0.16% 122

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

YorkBridge Wealth Partners's WEC Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its WEC Energy (WEC) stake by 1.8% in Q4 2022, selling an estimated $4.44K and leaving 2,565 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #225.

YorkBridge Wealth Partners first reported a position in WEC in Q4 2016 and has held it in 25 quarters since. The position peaked at $588K in Q2 2019. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • YorkBridge Wealth Partners held 2,565 shares of WEC Energy worth $240K as of Q4 2022.
  • YorkBridge Wealth Partners sold 48 WEC Energy shares in Q4 2022, an estimated $4.44K.
  • WEC Energy made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #225 holding.
  • YorkBridge Wealth Partners first reported a position in WEC Energy in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's WEC Energy position peaked at $588K in Q2 2019.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.