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Cooper Financial Group’s WEC Energy WEC Stock Holding History

Cooper Financial Group’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
-3,504
Closed -$307K – 217
2020
Q2 		$307K Buy
3,504
+509
+17% +$45.9K 0.1% 141
2020
Q1 		$264K Buy
2,995
+467
+18% +$44.9K 0.11% 116
2019
Q4 		$233K Sell
2,528
-170
-6% -$15.5K 0.09% 137
2019
Q3 		$257K Buy
2,698
+175
+7% +$15.8K 0.12% 115
2019
Q2 		$210K Sell
2,523
-10
-0.4% -$802 0.1% 121
2019
Q1 		$200K Buy
+2,533
New +$188K 0.11% 107

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cooper Financial Group's WEC Position: Q3 2020 in Review

Cooper Financial Group sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 3,504 shares — an estimated $307K sold.

Cooper Financial Group first reported a position in WEC in Q1 2019 and held it in 6 quarters. The position peaked at $307K in Q2 2020. 910 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Cooper Financial Group reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
  • Cooper Financial Group sold 3,504 WEC Energy shares in Q3 2020, an estimated $307K.
  • Cooper Financial Group first reported a position in WEC Energy in Q1 2019 and held it in 6 quarters.
  • Cooper Financial Group's WEC Energy position peaked at $307K in Q2 2020.
  • 910 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Cooper Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.