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Braun-Bostich & Associates’s WEC Energy WEC Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-120
Closed -$11K – 344
2020
Q2 		$11K Hold
120
– – 0.01% 219
2020
Q1 		$10K Hold
120
– – 0.01% 213
2019
Q4 		$11K Buy
+120
New +$10.9K 0.01% 238
2019
Q3 		– Sell
-667
Closed -$56K – 304
2019
Q2 		$56K Sell
667
-955
-59% -$76.6K 0.06% 183
2019
Q1 		$128K Sell
1,622
-279
-15% -$20.7K 0.13% 140
2018
Q4 		$132K Hold
1,901
– – 0.14% 118
2018
Q3 		$127K Buy
1,901
+137
+8% +$9.13K 0.12% 121
2018
Q2 		$114K Buy
1,764
+1,638
+1,300% +$102K 0.11% 123
2018
Q1 		$8K Buy
+126
New +$7.82K 0.01% 274

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Braun-Bostich & Associates's WEC Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 120 shares — an estimated $11K sold.

Braun-Bostich & Associates first reported a position in WEC in Q1 2018 and held it in 9 quarters. The position peaked at $132K in Q4 2018. 909 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 120 WEC Energy shares in Q3 2020, an estimated $11K.
  • Braun-Bostich & Associates first reported a position in WEC Energy in Q1 2018 and held it in 9 quarters.
  • Braun-Bostich & Associates's WEC Energy position peaked at $132K in Q4 2018.
  • 909 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.