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Founders Financial Alliance’s WEC Energy WEC Stock Holding History

Founders Financial Alliance’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
-195
Closed -$20K – 1236
2020
Q3 		$20K Buy
+195
New +$18.2K 0.01% 585

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Founders Financial Alliance's WEC Position: Q4 2020 in Review

Founders Financial Alliance sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 195 shares — an estimated $20K sold.

Founders Financial Alliance first reported a position in WEC in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Founders Financial Alliance reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 195 WEC Energy shares in Q4 2020, an estimated $20K.
  • Founders Financial Alliance first reported a position in WEC Energy in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's WEC Energy position peaked at $20K in Q3 2020.
  • 962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.