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Brewin Dolphin Wealth Management’s WEC Energy WEC Stock Holding History

Brewin Dolphin Wealth Management’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
Q4 		– Sell
-74
Closed -$7.17K – 318
2020
Q3 		$7.17K Sell
74
-210
-74% -$19.6K ﹤0.01% 243
2020
Q2 		$24.9K Buy
+284
New +$25.6K 0.01% 201

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

Brewin Dolphin Wealth Management's WEC Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 74 shares — an estimated $7.17K sold.

Brewin Dolphin Wealth Management first reported a position in WEC in Q2 2020 and held it in 2 quarters. The position peaked at $24.9K in Q2 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 74 WEC Energy shares in Q4 2020, an estimated $7.17K.
  • Brewin Dolphin Wealth Management first reported a position in WEC Energy in Q2 2020 and held it in 2 quarters.
  • Brewin Dolphin Wealth Management's WEC Energy position peaked at $24.9K in Q2 2020.
  • 962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.