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ARS Wealth Advisors’s WEC Energy WEC Stock Holding History

ARS Wealth 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
2021
Q1 		– Sell
-5,253
Closed -$483K – 140
2020
Q4 		$483K Buy
+5,253
New +$511K 0.1% 73
2015
Q1 		– Sell
-4,000
Closed -$211K – 82
2014
Q4 		$211K Buy
+4,000
New +$196K 0.09% 71

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ARS Wealth Advisors's WEC Position: Q1 2021 in Review

ARS Wealth Advisors sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 5,253 shares — an estimated $483K sold.

ARS Wealth Advisors first reported a position in WEC in Q4 2014 and held it in 2 quarters. The position peaked at $483K in Q4 2020. 935 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • ARS Wealth Advisors reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • ARS Wealth Advisors sold 5,253 WEC Energy shares in Q1 2021, an estimated $483K.
  • ARS Wealth Advisors first reported a position in WEC Energy in Q4 2014 and held it in 2 quarters.
  • ARS Wealth Advisors's WEC Energy position peaked at $483K in Q4 2020.
  • 935 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on ARS Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.