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Founders Financial Securities’s WEC Energy WEC Stock Holding History

Founders Financial Securities’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
2021
Q2 		– Sell
-2,532
Closed -$237K – 316
2021
Q1 		$237K Buy
+2,532
New +$221K 0.05% 230

Other funds holding WEC

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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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Founders Financial Securities's WEC Position: Q2 2021 in Review

Founders Financial Securities sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 2,532 shares — an estimated $237K sold.

Founders Financial Securities first reported a position in WEC in Q1 2021 and held it in 1 quarter. The position peaked at $237K in Q1 2021. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Founders Financial Securities reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • Founders Financial Securities sold 2,532 WEC Energy shares in Q2 2021, an estimated $237K.
  • Founders Financial Securities first reported a position in WEC Energy in Q1 2021 and held it in 1 quarter.
  • Founders Financial Securities's WEC Energy position peaked at $237K in Q1 2021.
  • 948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.