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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 		$1.26M 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 $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 $3.37T AUM 44.26% 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

Anchor Capital Advisors's WEC Position: Q4 2020 in Review

Anchor Capital Advisors sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 10,562 shares — an estimated $1.02M sold.

Anchor Capital Advisors first reported a position in WEC in Q2 2018 and held it in 10 quarters. The position peaked at $1.57M in Q3 2019. 963 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Anchor Capital Advisors reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 10,562 WEC Energy shares in Q4 2020, an estimated $1.02M.
  • Anchor Capital Advisors first reported a position in WEC Energy in Q2 2018 and held it in 10 quarters.
  • Anchor Capital Advisors's WEC Energy position peaked at $1.57M in Q3 2019.
  • 963 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

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