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Freedman Financial Associates’s WEC Energy WEC Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-2,527
Closed -$254K – 435
2022
Q1 		$254K Hold
2,527
– – 0.18% 64
2021
Q4 		$245K Hold
2,527
– – 0.17% 63
2021
Q3 		$223K Hold
2,527
– – 0.16% 65
2021
Q2 		$225K Hold
2,527
– – 0.17% 58
2021
Q1 		$237K Hold
2,527
– – 0.2% 51
2020
Q4 		$233K Buy
+2,527
New +$246K 0.21% 48

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Freedman Financial Associates's WEC Position: Q2 2022 in Review

Freedman Financial Associates sold out of WEC Energy (WEC) in Q2 2022, closing a stake of 2,527 shares — an estimated $254K sold.

Freedman Financial Associates first reported a position in WEC in Q4 2020 and held it in 6 quarters. The position peaked at $254K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

  • Freedman Financial Associates reported no remaining WEC Energy position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 2,527 WEC Energy shares in Q2 2022, an estimated $254K.
  • Freedman Financial Associates first reported a position in WEC Energy in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's WEC Energy position peaked at $254K in Q1 2022.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.