Gideon Capital Advisors’s WEC Energy WEC Stock Holding History

Gideon Capital Advisors’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	-2,920	Closed	-$278K	–	399
2019 Q3	$278K	Sell	2,920 -7,961	-73%	-$717K	0.09%	242
2019 Q2	$907K	Buy	+10,881	New	+$873K	0.31%	121
2019 Q1	–	Sell	-26,182	Closed	-$1.81M	–	526
2018 Q4	$1.81M	Buy	+26,182	New	+$1.84M	0.74%	24
2018 Q2	–	Sell	-5,210	Closed	-$327K	–	508
2018 Q1	$327K	Buy	+5,210	New	+$323K	0.2%	207
2017 Q4	–	Sell	-26,616	Closed	-$1.67M	–	414
2017 Q3	$1.67M	Buy	+26,616	New	+$1.7M	1.65%	3
2016 Q4	–	Sell	-47,540	Closed	-$2.85M	–	479
2016 Q3	$2.85M	Buy	47,540 +2,420	+5%	+$151K	1.72%	11
2016 Q2	$2.95M	Buy	45,120 +36,541	+426%	+$2.2M	1.71%	10
2016 Q1	$515K	Buy	+8,579	New	+$480K	0.64%	57
2015 Q3	–	Sell	-25,238	Closed	-$1.14M	–	337
2015 Q2	$1.14M	Buy	+25,238	New	+$1.21M	0.47%	78
2014 Q4	–	Sell	-67,840	Closed	-$2.92M	–	317
2014 Q3	$2.92M	Buy	67,840 +30,951	+84%	+$1.37M	1.13%	18
2014 Q2	$1.73M	Buy	+36,889	New	+$1.71M	0.63%	50
2014 Q1	–	Sell	-18,094	Closed	-$748K	–	294
2013 Q4	$748K	Buy	+18,094	New	+$751K	0.44%	77

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's WEC Position: Q4 2019 in Review

Gideon Capital Advisors sold out of WEC Energy (WEC) in Q4 2019, closing a stake of 2,920 shares — an estimated $278K sold.

Gideon Capital Advisors first reported a position in WEC in Q4 2013 and held it in 12 quarters. The position peaked at $2.95M in Q2 2016. 924 funds tracked by Wall St. Rank hold WEC as of Q4 2019.

Gideon Capital Advisors reported no remaining WEC Energy position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 2,920 WEC Energy shares in Q4 2019, an estimated $278K.
Gideon Capital Advisors first reported a position in WEC Energy in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's WEC Energy position peaked at $2.95M in Q2 2016.
924 funds tracked by Wall St. Rank held WEC Energy as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.