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Dixon Hughes Goodman Wealth Advisors’s WEC Energy WEC Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$666K Sell
6,671
-73
-1% -$6.89K 0.19% 78
2021
Q4 		$655K Buy
+6,744
New +$616K 0.21% 65

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

Dixon Hughes Goodman Wealth Advisors's WEC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its WEC Energy (WEC) stake by 1.1% in Q1 2022, selling an estimated $6.89K and leaving 6,671 shares worth $666K. The position accounts for 0.19% of the portfolio, ranked #78.

Dixon Hughes Goodman Wealth Advisors first reported a position in WEC in Q4 2021 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 6,671 shares of WEC Energy worth $666K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 73 WEC Energy shares in Q1 2022, an estimated $6.89K.
  • WEC Energy made up 0.19% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #78 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in WEC Energy in Q4 2021 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.