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Berman Capital Advisors’s WEC Energy WEC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$80K Buy
915
+222
+32% +$20.8K 0.01% 509
2021
Q2 		$61K Buy
693
+52
+8% +$4.9K 0.01% 514
2021
Q1 		$60K Sell
641
-15
-2% -$1.31K 0.01% 422
2020
Q4 		$59K Buy
656
+35
+6% +$3.41K 0.01% 363
2020
Q3 		$59K Sell
621
-47
-7% -$4.38K 0.02% 311
2020
Q2 		$57K Buy
668
+85
+15% +$7.67K 0.02% 304
2020
Q1 		$50K Buy
583
+219
+60% +$21.1K 0.02% 296
2019
Q4 		$33K Buy
364
+2
+0.6% +$182 0.01% 409
2019
Q3 		$34K Sell
362
-5
-1% -$451 0.01% 375
2019
Q2 		$30K Buy
367
+82
+29% +$6.58K 0.01% 413
2019
Q1 		$22K Buy
285
+164
+136% +$12.2K 0.01% 437
2018
Q4 		$7K Buy
+121
New +$8.5K ﹤0.01% 611

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Berman Capital Advisors's WEC Position: Q3 2021 in Review

Berman Capital Advisors increased its WEC Energy (WEC) stake by 32% in Q3 2021, buying an estimated $20.8K and bringing the position to 915 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #509.

Berman Capital Advisors first reported a position in WEC in Q4 2018 and has held it in 12 quarters since. 929 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • Berman Capital Advisors held 915 shares of WEC Energy worth $80K as of Q3 2021.
  • Berman Capital Advisors bought 222 WEC Energy shares in Q3 2021, an estimated $20.8K.
  • WEC Energy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #509 holding.
  • Berman Capital Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 12 quarters since.
  • 929 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.