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Edge Advisors’s WEC Energy WEC Stock Holding History

Edge 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
2018
Q2 		$2K Hold
35
– – ﹤0.01% 791
2018
Q1 		$2K Sell
35
-147
-81% -$9.12K ﹤0.01% 818
2017
Q4 		$12K Buy
182
+147
+420% +$9.86K ﹤0.01% 729
2017
Q3 		$2K Hold
35
– – ﹤0.01% 835
2017
Q2 		$2K Hold
35
– – ﹤0.01% 876
2017
Q1 		$2K Hold
35
– – ﹤0.01% 884
2016
Q4 		$2K Buy
+35
New +$2.01K ﹤0.01% 785

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Edge Advisors's WEC Position: Q2 2018 in Review

Edge Advisors held its WEC Energy (WEC) position steady in Q2 2018 at 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Edge Advisors first reported a position in WEC in Q4 2016 and has held it in 7 quarters since. The position peaked at $12K in Q4 2017. 802 funds tracked by Wall St. Rank hold WEC as of Q2 2018.

  • Edge Advisors held 35 shares of WEC Energy worth $2K as of Q2 2018.
  • Edge Advisors left its WEC Energy share count unchanged in Q2 2018.
  • WEC Energy made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #791 holding.
  • Edge Advisors first reported a position in WEC Energy in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's WEC Energy position peaked at $12K in Q4 2017.
  • 802 funds tracked by Wall St. Rank held WEC Energy as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.