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Access Financial Services’s WEC Energy WEC Stock Holding History

Access Financial Services’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
2021
Q1 		– Sell
-25,160
Closed -$2.32M – 112
2020
Q4 		$2.32M Buy
25,160
+12,679
+102% +$1.23M 1.13% 21
2020
Q3 		$1.21M Sell
12,481
-39
-0.3% -$3.63K 0.65% 42
2020
Q2 		$1.1M Buy
+12,520
New +$1.13M 0.72% 42
2017
Q2 		– Sell
-3,920
Closed -$238K – 71
2017
Q1 		$238K Buy
+3,920
New +$231K 0.2% 64

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Access Financial Services's WEC Position: Q1 2021 in Review

Access Financial Services sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 25,160 shares — an estimated $2.32M sold.

Access Financial Services first reported a position in WEC in Q1 2017 and held it in 4 quarters. The position peaked at $2.32M in Q4 2020. 935 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Access Financial Services reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Access Financial Services sold 25,160 WEC Energy shares in Q1 2021, an estimated $2.32M.
  • Access Financial Services first reported a position in WEC Energy in Q1 2017 and held it in 4 quarters.
  • Access Financial Services's WEC Energy position peaked at $2.32M in Q4 2020.
  • 935 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Access Financial Services's 13F filing for Q1 2021, filed 23 Apr 2021.