BKA
WEC icon

Brick & Kyle Associates’s WEC Energy WEC Stock Holding History

Brick & Kyle 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
2017
Q2 		– Sell
-333
Closed -$20K – 358
2017
Q1 		$20K Hold
333
– – 0.02% 283
2016
Q4 		$20K Hold
333
– – 0.02% 281
2016
Q3 		$20K Hold
333
– – 0.02% 276
2016
Q2 		$22K Buy
+333
New +$20K 0.02% 257

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brick & Kyle Associates's WEC Position: Q2 2017 in Review

Brick & Kyle Associates sold out of WEC Energy (WEC) in Q2 2017, closing a stake of 333 shares — an estimated $20K sold.

Brick & Kyle Associates first reported a position in WEC in Q2 2016 and held it in 4 quarters. The position peaked at $22K in Q2 2016. 710 funds tracked by Wall St. Rank hold WEC as of Q2 2017.

  • Brick & Kyle Associates reported no remaining WEC Energy position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 333 WEC Energy shares in Q2 2017, an estimated $20K.
  • Brick & Kyle Associates first reported a position in WEC Energy in Q2 2016 and held it in 4 quarters.
  • Brick & Kyle Associates's WEC Energy position peaked at $22K in Q2 2016.
  • 710 funds tracked by Wall St. Rank held WEC Energy as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.