ZIG
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Zullo Investment Group’s WEC Energy WEC Stock Holding History

Zullo Investment 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
-859
Closed -$80.5K – 716
2022
Q4 		$80.5K Buy
859
+85
+11% +$7.86K 0.05% 221
2022
Q3 		$69K Buy
774
+42
+6% +$4.29K 0.04% 229
2022
Q2 		$74K Buy
732
+66
+10% +$6.69K 0.05% 236
2022
Q1 		$66K Buy
666
+300
+82% +$28.3K 0.03% 271
2021
Q4 		$36K Buy
+366
New +$33.5K 0.02% 346

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

Zullo Investment Group's WEC Position: Q1 2023 in Review

Zullo Investment Group sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 859 shares — an estimated $80.5K sold.

Zullo Investment Group first reported a position in WEC in Q4 2021 and held it in 5 quarters. The position peaked at $80.5K in Q4 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Zullo Investment Group reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 859 WEC Energy shares in Q1 2023, an estimated $80.5K.
  • Zullo Investment Group first reported a position in WEC Energy in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's WEC Energy position peaked at $80.5K in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.