FA
WEC icon

FCG Advisors’s WEC Energy WEC Stock Holding History

FCG 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
2020
Q3 		$782K Buy
+8,073
New +$752K 0.18% 73
2016
Q3 		– Sell
-5,332
Closed -$348K – 137
2016
Q2 		$348K Buy
+5,332
New +$321K 0.11% 88

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCG Advisors's WEC Position: Q3 2020 in Review

FCG Advisors opened a new position in WEC Energy (WEC) in Q3 2020: 8,073 shares worth $782K. The stake represents 0.18% of the portfolio and ranks #73 among its holdings. This is a return to the name: FCG Advisors previously reported a position in WEC as recently as Q2 2016.

FCG Advisors first reported a position in WEC in Q2 2016 and has held it in 2 quarters since. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • FCG Advisors held 8,073 shares of WEC Energy worth $782K as of Q3 2020.
  • WEC Energy was a new FCG Advisors position in Q3 2020.
  • WEC Energy made up 0.18% of FCG Advisors's portfolio in Q3 2020, its #73 holding.
  • FCG Advisors first reported a position in WEC Energy in Q2 2016 and has held it in 2 quarters since.
  • 908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.