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Gantzert Investment Company’s WEC Energy WEC Stock Holding History

Gantzert Investment Company’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
Q3 		$34K Hold
350
– – 0.03% 42
2020
Q2 		$31K Hold
350
– – 0.03% 44
2020
Q1 		$31K Sell
350
-150
-30% -$14.4K 0.03% 42
2019
Q4 		$46K Hold
500
– – 0.04% 41
2019
Q3 		$48K Hold
500
– – 0.05% 42
2019
Q2 		$42K Hold
500
– – 0.04% 46
2019
Q1 		$40K Hold
500
– – 0.04% 43
2018
Q4 		$35K Buy
+500
New +$35.1K 0.04% 44

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

Gantzert Investment Company's WEC Position: Q3 2020 in Review

Gantzert Investment Company held its WEC Energy (WEC) position steady in Q3 2020 at 350 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #42.

Gantzert Investment Company first reported a position in WEC in Q4 2018 and has held it in 8 quarters since. The position peaked at $48K in Q3 2019. 909 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Gantzert Investment Company held 350 shares of WEC Energy worth $34K as of Q3 2020.
  • Gantzert Investment Company left its WEC Energy share count unchanged in Q3 2020.
  • WEC Energy made up 0.03% of Gantzert Investment Company's portfolio in Q3 2020, its #42 holding.
  • Gantzert Investment Company first reported a position in WEC Energy in Q4 2018 and has held it in 8 quarters since.
  • Gantzert Investment Company's WEC Energy position peaked at $48K in Q3 2019.
  • 909 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Gantzert Investment Company's 13F filing for Q3 2020, filed 7 Oct 2020.