Campbell Wealth Management’s WEC Energy WEC Stock Holding History

Campbell 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 Q3	–	Sell	-629	Closed	-$55K	–	346
2020 Q2	$55K	Buy	+629	New	+$56.7K	0.01%	142

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Campbell Wealth Management's WEC Position: Q3 2020 in Review

Campbell Wealth Management sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 629 shares — an estimated $55K sold.

Campbell Wealth Management first reported a position in WEC in Q2 2020 and held it in 1 quarter. The position peaked at $55K in Q2 2020. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

Campbell Wealth Management reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 629 WEC Energy shares in Q3 2020, an estimated $55K.
Campbell Wealth Management first reported a position in WEC Energy in Q2 2020 and held it in 1 quarter.
Campbell Wealth Management's WEC Energy position peaked at $55K in Q2 2020.
908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.