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Financial Architects (New Jersey)’s WEC Energy WEC Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-775
Closed -$68K – 769
2020
Q2 		$68K Hold
775
– – 0.02% 376
2020
Q1 		$68K Buy
775
+149
+24% +$14.3K 0.02% 348
2019
Q4 		$58K Hold
626
– – 0.01% 408
2019
Q3 		$60K Hold
626
– – 0.01% 405
2019
Q2 		$52K Sell
626
-1,719
-73% -$138K 0.01% 507
2019
Q1 		$186K Buy
2,345
+53
+2% +$3.93K 0.03% 306
2018
Q4 		$158K Sell
2,292
-6
-0.3% -$421 0.03% 300
2018
Q3 		$154K Sell
2,298
-17
-0.7% -$1.13K 0.03% 361
2018
Q2 		$149K Buy
2,315
+23
+1% +$1.43K 0.03% 326
2018
Q1 		$143K Buy
2,292
+9
+0.4% +$558 0.03% 369
2017
Q4 		$152K Sell
2,283
-45
-2% -$3.02K 0.03% 391
2017
Q3 		$146K Buy
2,328
+4
+0.2% +$255 0.03% 414
2017
Q2 		$142K Buy
2,324
+161
+7% +$9.95K 0.03% 399
2017
Q1 		$131K Sell
2,163
-56
-3% -$3.3K 0.02% 402
2016
Q4 		$130K Buy
2,219
+280
+14% +$16.1K 0.03% 333
2016
Q3 		$116K Sell
1,939
-191
-9% -$11.9K 0.03% 363
2016
Q2 		$139K Buy
2,130
+1,504
+240% +$90.5K 0.04% 313
2016
Q1 		$38K Buy
+626
New +$35K 0.01% 446
2015
Q3 		– Sell
-626
Closed -$28K – 921
2015
Q2 		$28K Buy
626
+416
+198% +$20K 0.01% 561
2015
Q1 		$10K Hold
210
– – ﹤0.01% 725
2014
Q4 		$11K Buy
+210
New +$10.3K ﹤0.01% 652

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 $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Architects (New Jersey)'s WEC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 775 shares — an estimated $68K sold.

Financial Architects (New Jersey) first reported a position in WEC in Q4 2014 and held it in 21 quarters. The position peaked at $186K in Q1 2019. 910 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 775 WEC Energy shares in Q3 2020, an estimated $68K.
  • Financial Architects (New Jersey) first reported a position in WEC Energy in Q4 2014 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s WEC Energy position peaked at $186K in Q1 2019.
  • 910 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.