First National Bank of South Miami’s WEC Energy WEC Stock Holding History

First National Bank of South Miami’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 Q4	–	Sell	-88	Closed	-$8K	–	312
2020 Q3	$8K	Hold	88	–	–	0.01%	236
2020 Q2	$8K	Hold	88	–	–	0.01%	245
2020 Q1	$8K	Hold	88	–	–	0.01%	226
2019 Q4	$8K	Buy	+88	New	+$8.02K	0.01%	236

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First National Bank of South Miami's WEC Position: Q4 2020 in Review

First National Bank of South Miami sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 88 shares — an estimated $8K sold.

First National Bank of South Miami first reported a position in WEC in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 963 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

First National Bank of South Miami reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
First National Bank of South Miami sold 88 WEC Energy shares in Q4 2020, an estimated $8K.
First National Bank of South Miami first reported a position in WEC Energy in Q4 2019 and held it in 4 quarters.
First National Bank of South Miami's WEC Energy position peaked at $8K in Q3 2020.
963 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on First National Bank of South Miami's 13F filing for Q4 2020, filed 16 Feb 2021.