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Allred Capital Management’s WEC Energy WEC Stock Holding History

Allred Capital Management’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
Q2 		– Sell
-213
Closed -$20K – 765
2021
Q1 		$20K Buy
+213
New +$18.6K 0.01% 541
2020
Q1 		– Sell
-254
Closed -$23.5K – 719
2019
Q4 		$23.5K Buy
+254
New +$23.2K 0.01% 449

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Allred Capital Management's WEC Position: Q2 2021 in Review

Allred Capital Management sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 213 shares — an estimated $20K sold.

Allred Capital Management first reported a position in WEC in Q4 2019 and held it in 2 quarters. The position peaked at $23.5K in Q4 2019. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Allred Capital Management reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 213 WEC Energy shares in Q2 2021, an estimated $20K.
  • Allred Capital Management first reported a position in WEC Energy in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's WEC Energy position peaked at $23.5K in Q4 2019.
  • 948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.