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Alera Investment Advisors’s WEC Energy WEC Stock Holding History

Alera Investment 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
2020
Q4 		– Sell
-2,100
Closed -$203K – 90
2020
Q3 		$203K Buy
+2,100
New +$196K 0.08% 79
2019
Q2 		– Sell
-62
Closed -$5K – 1007
2019
Q1 		$5K Sell
62
-5,687
-99% -$422K ﹤0.01% 657
2018
Q4 		$398K Buy
+5,749
New +$404K 0.24% 52

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alera Investment Advisors's WEC Position: Q4 2020 in Review

Alera Investment Advisors sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 2,100 shares — an estimated $203K sold.

Alera Investment Advisors first reported a position in WEC in Q4 2018 and held it in 3 quarters. The position peaked at $398K in Q4 2018. 964 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Alera Investment Advisors reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Alera Investment Advisors sold 2,100 WEC Energy shares in Q4 2020, an estimated $203K.
  • Alera Investment Advisors first reported a position in WEC Energy in Q4 2018 and held it in 3 quarters.
  • Alera Investment Advisors's WEC Energy position peaked at $398K in Q4 2018.
  • 964 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Alera Investment Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.