ACA
WEC icon

Anchor Capital Advisors’s WEC Energy WEC Stock Holding History

Anchor Capital 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
-10,562
Closed -$1.02M – 268
2020
Q3 		$1.02M Buy
10,562
+90
+0.9% +$8.38K 0.03% 162
2020
Q2 		$918K Sell
10,472
-5,448
-34% -$492K 0.02% 166
2020
Q1 		$1.4M Sell
15,920
-575
-3% -$55.3K 0.04% 136
2019
Q4 		$1.52M Hold
16,495
– – 0.03% 142
2019
Q3 		$1.57M Buy
16,495
+435
+3% +$39.2K 0.06% 138
2019
Q2 		$1.34M Buy
16,060
+90
+0.6% +$7.22K 0.05% 142
2019
Q1 		$1.26K Sell
15,970
-5,150
-24% -$382K 0.03% 144
2018
Q4 		$1.46M Buy
21,120
+428
+2% +$30.1K 0.06% 139
2018
Q3 		$1.38M Buy
20,692
+14,179
+218% +$945K 0.05% 155
2018
Q2 		$421K Buy
+6,513
New +$405K 0.02% 230

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return