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Comprehensive Financial Consultants Institutional’s WEC Energy WEC Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-107
Closed -$9K – 499
2021
Q4 		$9K Buy
+107
New +$9.78K 0.01% 351

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WEC Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 107 shares — an estimated $9K sold.

Comprehensive Financial Consultants Institutional first reported a position in WEC in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 107 WEC Energy shares in Q1 2022, an estimated $9K.
  • Comprehensive Financial Consultants Institutional first reported a position in WEC Energy in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's WEC Energy position peaked at $9K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.