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Garrett Wealth Advisory Group’s WEC Energy WEC Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-20
Closed -$1.9K – 633
2019
Q3 		$1.9K Buy
+20
New +$1.8K ﹤0.01% 570

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Garrett Wealth Advisory Group's WEC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of WEC Energy (WEC) in Q4 2019, closing a stake of 20 shares — an estimated $1.9K sold.

Garrett Wealth Advisory Group first reported a position in WEC in Q3 2019 and held it in 1 quarter. The position peaked at $1.9K in Q3 2019. 923 funds tracked by Wall St. Rank hold WEC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining WEC Energy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 20 WEC Energy shares in Q4 2019, an estimated $1.9K.
  • Garrett Wealth Advisory Group first reported a position in WEC Energy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's WEC Energy position peaked at $1.9K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held WEC Energy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.