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Barnett & Company’s WEC Energy WEC Stock Holding History

Barnett & Company’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
Q2 		– Sell
-147
Closed -$13K – 369
2020
Q1 		$13K Sell
147
-9
-6% -$866 0.01% 237
2019
Q4 		$14K Buy
156
+147
+1,633% +$13.4K 0.01% 283
2019
Q3 		$1K Buy
+9
New +$811 ﹤0.01% 412
2018
Q2 		– Sell
-1,250
Closed -$78K – 345
2018
Q1 		$78K Hold
1,250
– – 0.04% 159
2017
Q4 		$83K Hold
1,250
– – 0.04% 159
2017
Q3 		$78K Hold
1,250
– – 0.04% 159
2017
Q2 		$77K Hold
1,250
– – 0.04% 177
2017
Q1 		$76K Hold
1,250
– – 0.04% 164
2016
Q4 		$73K Hold
1,250
– – 0.04% 190
2016
Q3 		$75K Hold
1,250
– – 0.04% 191
2016
Q2 		$82K Sell
1,250
-200
-14% -$12K 0.05% 184
2016
Q1 		$87K Buy
+1,450
New +$81.2K 0.05% 188

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

Barnett & Company's WEC Position: Q2 2020 in Review

Barnett & Company sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 147 shares — an estimated $13K sold.

Barnett & Company first reported a position in WEC in Q1 2016 and held it in 12 quarters. The position peaked at $87K in Q1 2016. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Barnett & Company reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Barnett & Company sold 147 WEC Energy shares in Q2 2020, an estimated $13K.
  • Barnett & Company first reported a position in WEC Energy in Q1 2016 and held it in 12 quarters.
  • Barnett & Company's WEC Energy position peaked at $87K in Q1 2016.
  • 904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Barnett & Company's 13F filing for Q2 2020, filed 22 Jul 2020.