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Evercore Wealth Management’s WEC Energy WEC Stock Holding History

Evercore 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
2021
Q1 		– Sell
-2,242
Closed -$206K – 444
2020
Q4 		$206K Buy
+2,242
New +$218K ﹤0.01% 410
2020
Q2 		– Sell
-2,301
Closed -$203K – 384
2020
Q1 		$203K Buy
+2,301
New +$221K 0.01% 343
2019
Q4 		– Sell
-2,159
Closed -$205K – 407
2019
Q3 		$205K Sell
2,159
-554
-20% -$49.9K 0.01% 390
2019
Q2 		$226K Sell
2,713
-634
-19% -$50.8K 0.01% 383
2019
Q1 		$265K Buy
+3,347
New +$248K 0.01% 350
2018
Q1 		– Sell
-3,936
Closed -$262K – 796
2017
Q4 		$262K Buy
3,936
+1,500
+62% +$101K 0.01% 324
2017
Q3 		$153K Buy
2,436
+111
+5% +$7.08K 0.01% 397
2017
Q2 		$143K Buy
2,325
+200
+9% +$12.4K 0.01% 413
2017
Q1 		$129K Sell
2,125
-21
-1% -$1.24K 0.01% 433
2016
Q4 		$126K Sell
2,146
-78
-4% -$4.47K 0.01% 452
2016
Q3 		$133K Hold
2,224
– – 0.01% 440
2016
Q2 		$145K Buy
2,224
+200
+10% +$12K 0.01% 413
2016
Q1 		$122K Sell
2,024
-300
-13% -$16.8K 0.01% 423
2015
Q4 		$119K Buy
2,324
+299
+15% +$15.3K 0.01% 459
2015
Q3 		$106K Sell
2,025
-100
-5% -$4.86K 0.01% 475
2015
Q2 		$95K Hold
2,125
– – ﹤0.01% 529
2015
Q1 		$105K Hold
2,125
– – ﹤0.01% 519
2014
Q4 		$111K Hold
2,125
– – 0.01% 453
2014
Q3 		$92K Hold
2,125
– – ﹤0.01% 524
2014
Q2 		$99K Sell
2,125
-600
-22% -$27.9K 0.01% 514
2014
Q1 		$126K Buy
2,725
+950
+54% +$40.9K 0.01% 444
2013
Q4 		$74K Sell
1,775
-269
-13% -$11.2K ﹤0.01% 501
2013
Q3 		$82K Sell
2,044
-554
-21% -$23.1K ﹤0.01% 511
2013
Q2 		$106K Buy
+2,598
New +$110K 0.01% 485

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's WEC Position: Q1 2021 in Review

Evercore Wealth Management sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 2,242 shares — an estimated $206K sold.

Evercore Wealth Management first reported a position in WEC in Q2 2013 and held it in 24 quarters. The position peaked at $265K in Q1 2019. 935 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Evercore Wealth Management reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 2,242 WEC Energy shares in Q1 2021, an estimated $206K.
  • Evercore Wealth Management first reported a position in WEC Energy in Q2 2013 and held it in 24 quarters.
  • Evercore Wealth Management's WEC Energy position peaked at $265K in Q1 2019.
  • 935 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.