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Alley Company’s WEC Energy WEC Stock Holding History

Alley Company’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
Q4 		$903K Sell
9,306
-40
-0.4% -$3.66K 0.14% 64
2021
Q3 		$824K Sell
9,346
-607
-6% -$56.9K 0.15% 64
2021
Q2 		$885K Sell
9,953
-210
-2% -$19.8K 0.16% 64
2021
Q1 		$951K Sell
10,163
-675
-6% -$58.8K 0.19% 64
2020
Q4 		$997K Hold
10,838
– – 0.21% 65
2020
Q3 		$1.05M Sell
10,838
-24
-0.2% -$2.24K 0.08% 61
2020
Q2 		$952K Hold
10,862
– – 0.07% 62
2020
Q1 		$957K Sell
10,862
-200
-2% -$19.2K 0.11% 60
2019
Q4 		$1.02M Sell
11,062
-12
-0.1% -$1.09K 0.26% 64
2019
Q3 		$1.05M Buy
11,074
+658
+6% +$59.3K 0.29% 63
2019
Q2 		$868K Sell
10,416
-75
-0.7% -$6.01K 0.25% 66
2019
Q1 		$830K Hold
10,491
– – 0.24% 65
2018
Q4 		$727K Hold
10,491
– – 0.24% 66
2018
Q3 		$700K Buy
10,491
+1,168
+13% +$77.8K 0.21% 68
2018
Q2 		$603K Buy
9,323
+169
+2% +$10.5K 0.2% 67
2018
Q1 		$574K Hold
9,154
– – 0.2% 68
2017
Q4 		$608K Sell
9,154
-60
-0.7% -$4.03K 0.21% 66
2017
Q3 		$578K Hold
9,214
– – 0.21% 68
2017
Q2 		$566K Hold
9,214
– – 0.21% 65
2017
Q1 		$559K Buy
9,214
+842
+10% +$49.6K 0.22% 65
2016
Q4 		$491K Sell
8,372
-82
-1% -$4.7K 0.22% 64
2016
Q3 		$506K Hold
8,454
– – 0.23% 63
2016
Q2 		$552K Sell
8,454
-86
-1% -$5.17K 0.25% 62
2016
Q1 		$513K Hold
8,540
– – 0.25% 63
2015
Q4 		$438K Hold
8,540
– – 0.21% 64
2015
Q3 		$446K Sell
8,540
-1,530
-15% -$74.4K 0.23% 66
2015
Q2 		$453K Buy
+10,070
New +$483K 0.22% 68

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alley Company's WEC Position: Q4 2021 in Review

Alley Company reduced its WEC Energy (WEC) stake by 0.43% in Q4 2021, selling an estimated $3.66K and leaving 9,306 shares worth $903K. The position accounts for 0.14% of the portfolio, ranked #64.

Alley Company first reported a position in WEC in Q2 2015 and has held it in 27 quarters since. The position peaked at $1.05M in Q3 2019. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Alley Company held 9,306 shares of WEC Energy worth $903K as of Q4 2021.
  • Alley Company sold 40 WEC Energy shares in Q4 2021, an estimated $3.66K.
  • WEC Energy made up 0.14% of Alley Company's portfolio in Q4 2021, its #64 holding.
  • Alley Company first reported a position in WEC Energy in Q2 2015 and has held it in 27 quarters since.
  • Alley Company's WEC Energy position peaked at $1.05M in Q3 2019.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.