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Archford Capital Strategies’s WEC Energy WEC Stock Holding History

Archford Capital Strategies’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
Q1 		– Sell
-4,005
Closed -$352K – 280
2020
Q4 		$352K Buy
4,005
+13
+0.3% +$1.26K 0.08% 216
2020
Q3 		$387K Hold
3,992
– – 0.1% 192
2020
Q2 		$350K Hold
3,992
– – 0.1% 190
2020
Q1 		$352K Sell
3,992
-208
-5% -$20K 0.14% 163
2019
Q4 		$387K Sell
4,200
-3,553
-46% -$324K 0.13% 181
2019
Q3 		$737K Buy
7,753
+2
+0% +$180 0.28% 114
2019
Q2 		$646K Buy
7,751
+30
+0.4% +$2.41K 0.24% 125
2019
Q1 		$611K Sell
7,721
-89
-1% -$6.6K 0.23% 128
2018
Q4 		$541K Hold
7,810
– – 0.22% 137
2018
Q3 		$521K Sell
7,810
-12
-0.2% -$800 0.19% 144
2018
Q2 		$506K Buy
7,822
+7,786
+21,628% +$484K 0.18% 151
2018
Q1 		$2K Sell
36
-7,757
-100% -$481K ﹤0.01% 534
2017
Q4 		$518K Buy
7,793
+114
+1% +$7.65K 0.19% 140
2017
Q3 		$482K Buy
7,679
+203
+3% +$13K 0.18% 149
2017
Q2 		$459K Sell
7,476
-259
-3% -$16K 0.18% 147
2017
Q1 		$469K Buy
7,735
+1,313
+20% +$77.4K 0.18% 151
2016
Q4 		$376K Buy
6,422
+42
+0.7% +$2.41K 0.16% 143
2016
Q3 		$381K Buy
6,380
+185
+3% +$11.5K 0.16% 151
2016
Q2 		$404K Buy
6,195
+72
+1% +$4.33K 0.21% 121
2016
Q1 		$368K Buy
6,123
+1
+0% +$56 0.18% 141
2015
Q4 		$329K Buy
6,122
+6,050
+8,403% +$309K 0.15% 146
2015
Q3 		$4K Buy
72
+36
+100% +$1.75K ﹤0.01% 489
2015
Q2 		$2K Buy
+36
New +$1.73K ﹤0.01% 518
2014
Q2 		– Sell
-282
Closed -$13.1K – 956
2014
Q1 		$13.1K Buy
+282
New +$12.2K 0.01% 383

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

Archford Capital Strategies's WEC Position: Q1 2021 in Review

Archford Capital Strategies sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 4,005 shares — an estimated $352K sold.

Archford Capital Strategies first reported a position in WEC in Q1 2014 and held it in 24 quarters. The position peaked at $737K in Q3 2019. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Archford Capital Strategies reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Archford Capital Strategies sold 4,005 WEC Energy shares in Q1 2021, an estimated $352K.
  • Archford Capital Strategies first reported a position in WEC Energy in Q1 2014 and held it in 24 quarters.
  • Archford Capital Strategies's WEC Energy position peaked at $737K in Q3 2019.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Archford Capital Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.