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Burt Wealth Advisors’s WEC Energy WEC Stock Holding History

Burt Wealth 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
Q1 		– Sell
-994
Closed -$91K – 369
2020
Q4 		$91K Hold
994
– – 0.03% 139
2020
Q3 		$96K Hold
994
– – 0.04% 129
2020
Q2 		$87K Buy
+994
New +$89.7K 0.04% 130
2017
Q3 		– Sell
-281
Closed -$17K – 410
2017
Q2 		$17K Buy
+281
New +$17.4K 0.01% 262

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's WEC Position: Q1 2021 in Review

Burt Wealth Advisors sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 994 shares — an estimated $91K sold.

Burt Wealth Advisors first reported a position in WEC in Q2 2017 and held it in 4 quarters. The position peaked at $96K in Q3 2020. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Burt Wealth Advisors reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 994 WEC Energy shares in Q1 2021, an estimated $91K.
  • Burt Wealth Advisors first reported a position in WEC Energy in Q2 2017 and held it in 4 quarters.
  • Burt Wealth Advisors's WEC Energy position peaked at $96K in Q3 2020.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.