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Zeke Capital Advisors’s WEC Energy WEC Stock Holding History

Zeke Capital Advisors’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 		$203K Sell
2,167
-269
-11% -$24.9K 0.01% 436
2022
Q3 		$218K Hold
2,436
– – 0.02% 410
2022
Q2 		$245K Sell
2,436
-22
-0.9% -$2.23K 0.02% 394
2022
Q1 		$246K Buy
+2,458
New +$232K 0.01% 428
2020
Q1 		– Sell
-5,154
Closed -$475K – 511
2019
Q4 		$475K Sell
5,154
-2
-0% -$182 0.04% 391
2019
Q3 		$490K Buy
5,156
+314
+6% +$28.3K 0.04% 360
2019
Q2 		$404K Hold
4,842
– – 0.04% 402
2019
Q1 		$383K Buy
4,842
+25
+0.5% +$1.85K 0.04% 423
2018
Q4 		$334K Sell
4,817
-228
-5% -$16K 0.03% 416
2018
Q3 		$337K Hold
5,045
– – 0.03% 495
2018
Q2 		$326K Sell
5,045
-1,389
-22% -$86.3K 0.03% 379
2018
Q1 		$403K Sell
6,434
-1,816
-22% -$113K 0.04% 389
2017
Q4 		$548K Buy
8,250
+577
+8% +$38.7K 0.06% 279
2017
Q3 		$482K Buy
+7,673
New +$490K 0.07% 231
2015
Q1 		– Sell
-4,723
Closed -$249K – 76
2014
Q4 		$249K Buy
+4,723
New +$232K 0.19% 58
2014
Q3 		– Sell
-4,327
Closed -$203K – 69
2014
Q2 		$203K Sell
4,327
-1,673
-28% -$77.7K 0.16% 58
2014
Q1 		$279K Hold
6,000
– – 0.24% 42
2013
Q4 		$248K Hold
6,000
– – 0.23% 49
2013
Q3 		$242K Buy
6,000
+1,000
+20% +$41.6K 0.23% 47
2013
Q2 		$205K Buy
+5,000
New +$212K 0.17% 41

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

Zeke Capital Advisors's WEC Position: Q4 2022 in Review

Zeke Capital Advisors reduced its WEC Energy (WEC) stake by 11% in Q4 2022, selling an estimated $24.9K and leaving 2,167 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #436.

Zeke Capital Advisors first reported a position in WEC in Q2 2013 and has held it in 20 quarters since. The position peaked at $548K in Q4 2017. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Zeke Capital Advisors held 2,167 shares of WEC Energy worth $203K as of Q4 2022.
  • Zeke Capital Advisors sold 269 WEC Energy shares in Q4 2022, an estimated $24.9K.
  • WEC Energy made up 0.01% of Zeke Capital Advisors's portfolio in Q4 2022, its #436 holding.
  • Zeke Capital Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 20 quarters since.
  • Zeke Capital Advisors's WEC Energy position peaked at $548K in Q4 2017.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.