Capital Square’s WEC Energy WEC Stock Holding History

Capital Square’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 Q2	–	Sell	-425	Closed	-$37K	–	288
2020 Q1	$37K	Buy	+425	New	+$40.9K	0.04%	237

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Capital Square's WEC Position: Q2 2020 in Review

Capital Square sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 425 shares — an estimated $37K sold.

Capital Square first reported a position in WEC in Q1 2020 and held it in 1 quarter. The position peaked at $37K in Q1 2020. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Capital Square reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
Capital Square sold 425 WEC Energy shares in Q2 2020, an estimated $37K.
Capital Square first reported a position in WEC Energy in Q1 2020 and held it in 1 quarter.
Capital Square's WEC Energy position peaked at $37K in Q1 2020.
904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.