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Financial Gravity Companies’s WEC Energy WEC Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$188K Buy
+2,578
New +$181K 0.17% 136
2018
Q1 		$153K Buy
2,373
+478
+25% +$29.7K 0.16% 136
2017
Q4 		$122K Buy
+1,895
New +$127K 0.14% 150

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's WEC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WEC Energy (WEC) in Q4 2018: 2,578 shares worth $188K. The stake represents 0.17% of the portfolio and ranks #136 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WEC as recently as Q1 2018.

Financial Gravity Companies first reported a position in WEC in Q4 2017 and has held it in 3 quarters since. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • Financial Gravity Companies held 2,578 shares of WEC Energy worth $188K as of Q4 2018.
  • WEC Energy was a new Financial Gravity Companies position in Q4 2018.
  • WEC Energy made up 0.17% of Financial Gravity Companies's portfolio in Q4 2018, its #136 holding.
  • Financial Gravity Companies first reported a position in WEC Energy in Q4 2017 and has held it in 3 quarters since.
  • 847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.