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Evolution Wealth Advisors’s WEC Energy WEC Stock Holding History

Evolution 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
2021
Q4 		– Sell
-60
Closed -$5K – 625
2021
Q3 		$5K Hold
60
– – ﹤0.01% 529
2021
Q2 		$5K Hold
60
– – ﹤0.01% 530
2021
Q1 		$6K Hold
60
– – ﹤0.01% 508
2020
Q4 		$6K Hold
60
– – ﹤0.01% 428
2020
Q3 		$6K Hold
60
– – ﹤0.01% 426
2020
Q2 		$5K Buy
60
+19
+46% +$1.71K ﹤0.01% 375
2020
Q1 		$4K Sell
41
-25
-38% -$2.4K ﹤0.01% 280
2019
Q4 		$6K Sell
66
-35
-35% -$3.19K ﹤0.01% 385
2019
Q3 		$10K Buy
101
+41
+68% +$3.69K ﹤0.01% 180
2019
Q2 		$5K Buy
+60
New +$4.81K ﹤0.01% 275

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's WEC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 60 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in WEC in Q2 2019 and held it in 10 quarters. The position peaked at $10K in Q3 2019. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 60 WEC Energy shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in WEC Energy in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's WEC Energy position peaked at $10K in Q3 2019.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.