BFG
WEC icon

Beacon Financial Group’s WEC Energy WEC Stock Holding History

Beacon Financial Group’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
2018
Q4 		– Sell
-3,869
Closed -$258K – 189
2018
Q3 		$258K Sell
3,869
-757
-16% -$50.5K 0.04% 177
2018
Q2 		$299K Sell
4,626
-189
-4% -$11.7K 0.05% 169
2018
Q1 		$302K Sell
4,815
-511
-10% -$31.7K 0.05% 175
2017
Q4 		$354K Sell
5,326
-536
-9% -$36K 0.06% 157
2017
Q3 		$368K Sell
5,862
-1,965
-25% -$125K 0.07% 147
2017
Q2 		$481K Buy
7,827
+646
+9% +$39.9K 0.09% 130
2017
Q1 		$433K Sell
7,181
-327
-4% -$19.3K 0.08% 131
2016
Q4 		$440K Sell
7,508
-741
-9% -$42.5K 0.09% 132
2016
Q3 		$498K Sell
8,249
-581
-7% -$36.3K 0.1% 127
2016
Q2 		$567K Buy
+8,830
New +$531K 0.12% 110
2015
Q4 		– Sell
-8,456
Closed -$432K – 172
2015
Q3 		$432K Buy
8,456
+1,132
+15% +$55.1K 0.11% 119
2015
Q2 		$330K Buy
7,324
+1,066
+17% +$51.2K 0.07% 140
2015
Q1 		$312K Buy
6,258
+1,175
+23% +$61.4K 0.07% 140
2014
Q4 		$273K Sell
5,083
-116
-2% -$5.69K 0.06% 147
2014
Q3 		$222K Buy
+5,199
New +$231K 0.05% 178

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Financial Group's WEC Position: Q4 2018 in Review

Beacon Financial Group sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 3,869 shares — an estimated $258K sold.

Beacon Financial Group first reported a position in WEC in Q3 2014 and held it in 15 quarters. The position peaked at $567K in Q2 2016. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • Beacon Financial Group reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
  • Beacon Financial Group sold 3,869 WEC Energy shares in Q4 2018, an estimated $258K.
  • Beacon Financial Group first reported a position in WEC Energy in Q3 2014 and held it in 15 quarters.
  • Beacon Financial Group's WEC Energy position peaked at $567K in Q2 2016.
  • 847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Beacon Financial Group's 13F filing for Q4 2018, filed 16 Jan 2019.