Beacon Capital Management Inc (Ohio)’s WEC Energy WEC Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-21	Closed	-$2K	–	114
2020 Q1	$2K	Buy	+21	New	+$2.02K	﹤0.01%	82
2016 Q1	–	Sell	-5	Closed	–	–	346
2015 Q4	$0	Buy	5 +2	+67%	+$102	﹤0.01%	390
2015 Q3	$0	Buy	+3	New	+$146	﹤0.01%	290
2014 Q2	–	Sell	-2	Closed	–	–	284
2014 Q1	$0	Buy	+2	New	+$86	﹤0.01%	283

Other funds holding WEC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s WEC Position: Q2 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 21 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in WEC in Q1 2014 and held it in 4 quarters. The position peaked at $2K in Q1 2020. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Beacon Capital Management Inc (Ohio) reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 21 WEC Energy shares in Q2 2020, an estimated $2K.
Beacon Capital Management Inc (Ohio) first reported a position in WEC Energy in Q1 2014 and held it in 4 quarters.
Beacon Capital Management Inc (Ohio)'s WEC Energy position peaked at $2K in Q1 2020.
904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2020, filed 16 Jul 2020.