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Ford Financial Group’s WEC Energy WEC Stock Holding History

Ford Financial Group’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
2022
Q1 		– Sell
-1,285
Closed -$124 – 510
2021
Q4 		$124 Buy
+1,285
New +$117K 0.02% 149
2021
Q3 		– Sell
-1,285
Closed -$114K – 551
2021
Q2 		$114K Buy
+1,285
New +$121K 0.04% 144

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ford Financial Group's WEC Position: Q1 2022 in Review

Ford Financial Group sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 1,285 shares — an estimated $124 sold.

Ford Financial Group first reported a position in WEC in Q2 2021 and held it in 2 quarters. The position peaked at $114K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Ford Financial Group reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,285 WEC Energy shares in Q1 2022, an estimated $124.
  • Ford Financial Group first reported a position in WEC Energy in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's WEC Energy position peaked at $114K in Q2 2021.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.