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Castleview Partners’s WEC Energy WEC Stock Holding History

Castleview Partners’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
Q2 		$10K Buy
+118
New +$11.1K ﹤0.01% 702

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Castleview Partners's WEC Position: Q2 2021 in Review

Castleview Partners opened a new position in WEC Energy (WEC) in Q2 2021: 118 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Castleview Partners held 118 shares of WEC Energy worth $10K as of Q2 2021.
  • WEC Energy was a new Castleview Partners position in Q2 2021.
  • WEC Energy made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #702 holding.
  • 948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.