GIA
WEC icon

Goodwin Investment Advisory’s WEC Energy WEC Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-100
Closed -$10K – 235
2021
Q4 		$10K Hold
100
– – 0.01% 124
2021
Q3 		$9K Sell
100
-336
-77% -$31.5K 0.01% 114
2021
Q2 		$39K Hold
436
– – 0.04% 84
2021
Q1 		$41K Buy
+436
New +$38K 0.05% 85

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goodwin Investment Advisory's WEC Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 100 shares — an estimated $10K sold.

Goodwin Investment Advisory first reported a position in WEC in Q1 2021 and held it in 4 quarters. The position peaked at $41K in Q1 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Goodwin Investment Advisory reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 100 WEC Energy shares in Q1 2022, an estimated $10K.
  • Goodwin Investment Advisory first reported a position in WEC Energy in Q1 2021 and held it in 4 quarters.
  • Goodwin Investment Advisory's WEC Energy position peaked at $41K in Q1 2021.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.