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Barometer Capital Management’s WEC Energy WEC Stock Holding History

Barometer Capital Management’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
-90,500
Closed -$7.98M – 152
2020
Q1 		$7.98M Buy
+90,500
New +$8.7M 2.37% 17
2016
Q3 		– Sell
-313,800
Closed -$20.5M – 182
2016
Q2 		$20.5M Buy
313,800
+25,200
+9% +$1.52M 2.03% 20
2016
Q1 		$17.3M Buy
+288,600
New +$16.2M 1.7% 29

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

Barometer Capital Management's WEC Position: Q2 2020 in Review

Barometer Capital Management sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 90,500 shares — an estimated $7.98M sold.

Barometer Capital Management first reported a position in WEC in Q1 2016 and held it in 3 quarters. The position peaked at $20.5M in Q2 2016. 905 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Barometer Capital Management reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Barometer Capital Management sold 90,500 WEC Energy shares in Q2 2020, an estimated $7.98M.
  • Barometer Capital Management first reported a position in WEC Energy in Q1 2016 and held it in 3 quarters.
  • Barometer Capital Management's WEC Energy position peaked at $20.5M in Q2 2016.
  • 905 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Barometer Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.