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Elmwood Wealth Management’s WEC Energy WEC Stock Holding History

Elmwood Wealth Management’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
-369
Closed -$36K – 335
2021
Q4 		$36K Buy
+369
New +$33.7K 0.02% 210
2020
Q2 		– Sell
-16
Closed -$1K – 354
2020
Q1 		$1K Buy
+16
New +$1.54K ﹤0.01% 278
2018
Q2 		– Sell
-16
Closed -$1K – 304
2018
Q1 		$1K Buy
+16
New +$993 ﹤0.01% 278

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

Elmwood Wealth Management's WEC Position: Q1 2022 in Review

Elmwood Wealth Management sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 369 shares — an estimated $36K sold.

Elmwood Wealth Management first reported a position in WEC in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Elmwood Wealth Management reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 369 WEC Energy shares in Q1 2022, an estimated $36K.
  • Elmwood Wealth Management first reported a position in WEC Energy in Q1 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's WEC Energy position peaked at $36K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.