BB&T Securities’s WEC Energy WEC Stock Holding History

BB&T Securities’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
2019 Q3	$5.57M	Buy	58,626 +5,247	+10%	+$473K	0.05%	370
2019 Q2	$4.45M	Buy	53,379 +2,564	+5%	+$206K	0.04%	412
2019 Q1	$4.02M	Buy	50,815 +3,284	+7%	+$244K	0.04%	417
2018 Q4	$3.29M	Buy	47,531 +6,519	+16%	+$458K	0.04%	433
2018 Q3	$2.74M	Buy	41,012 +2,995	+8%	+$200K	0.03%	531
2018 Q2	$2.46M	Sell	38,017 -1,160	-3%	-$72.1K	0.03%	547
2018 Q1	$2.46M	Buy	39,177 +17,752	+83%	+$1.1M	0.03%	529
2017 Q4	$1.42M	Buy	21,425 +908	+4%	+$60.9K	0.02%	632
2017 Q3	$1.29M	Buy	20,517 +1,266	+7%	+$80.8K	0.02%	660
2017 Q2	$1.18M	Buy	19,251 +3,391	+21%	+$209K	0.02%	672
2017 Q1	$961K	Buy	15,860 +625	+4%	+$36.8K	0.01%	662
2016 Q4	$912K	Hold	15,235	–	–	0.01%	636
2016 Q3	$912K	Sell	15,235 -1,263	-8%	-$78.8K	0.01%	634
2016 Q2	$1.08M	Sell	16,498 -931	-5%	-$56K	0.02%	578
2016 Q1	$1.05M	Buy	17,429 +1,123	+7%	+$62.9K	0.02%	568
2015 Q4	$836K	Buy	16,306 +2,210	+16%	+$113K	0.02%	579
2015 Q3	$736K	Buy	+14,096	New	+$686K	0.02%	590

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return