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Guardian Life Insurance’s WEC Energy WEC Stock Holding History

Guardian Life Insurance’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
Q1 		– Sell
-929
Closed -$86K – 460
2019
Q4 		$86K Buy
929
+10
+1% +$912 0.02% 207
2019
Q3 		$87K Buy
919
+10
+1% +$901 0.01% 215
2019
Q2 		$76K Hold
909
– – 0.01% 231
2019
Q1 		$72K Buy
909
+13
+1% +$964 0.01% 233
2018
Q4 		$62K Hold
896
– – 0.01% 234
2018
Q3 		$60K Buy
896
+25
+3% +$1.67K 0.01% 263
2018
Q2 		$56K Buy
871
+145
+20% +$9.01K 0.01% 270
2018
Q1 		$46K Sell
726
-299
-29% -$18.6K 0.01% 271
2017
Q4 		$68K Buy
1,025
+310
+43% +$20.8K 0.01% 272
2017
Q3 		$45K Buy
715
+8
+1% +$510 0.01% 273
2017
Q2 		$43K Sell
707
-510
-42% -$31.5K 0.01% 264
2017
Q1 		$74K Buy
1,217
+8
+0.7% +$472 0.01% 264
2016
Q4 		$71K Buy
1,209
+26
+2% +$1.49K 0.01% 276
2016
Q3 		$71K Hold
1,183
– – 0.01% 301
2016
Q2 		$77K Buy
1,183
+15
+1% +$902 0.01% 299
2016
Q1 		$70K Sell
1,168
-330
-22% -$18.5K 0.01% 311
2015
Q4 		$77K Sell
1,498
-345
-19% -$17.6K 0.01% 328
2015
Q3 		$96K Buy
1,843
+857
+87% +$41.7K 0.01% 316
2015
Q2 		$45K Hold
986
– – ﹤0.01% 441
2015
Q1 		$49K Sell
986
-290
-23% -$15.2K ﹤0.01% 432
2014
Q4 		$67K Hold
1,276
– – 0.01% 412
2014
Q3 		$55K Hold
1,276
– – 0.01% 447
2014
Q2 		$60K Hold
1,276
– – 0.01% 424
2014
Q1 		$59K Sell
1,276
-9
-0.7% -$388 0.01% 431
2013
Q4 		$53K Sell
1,285
-1,470
-53% -$61K ﹤0.01% 447
2013
Q3 		$111K Hold
2,755
– – 0.01% 432
2013
Q2 		$113K Buy
+2,755
New +$117K 0.01% 421

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Guardian Life Insurance's WEC Position: Q1 2020 in Review

Guardian Life Insurance sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 929 shares — an estimated $86K sold.

Guardian Life Insurance first reported a position in WEC in Q2 2013 and held it in 27 quarters. The position peaked at $113K in Q2 2013. 940 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

  • Guardian Life Insurance reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 929 WEC Energy shares in Q1 2020, an estimated $86K.
  • Guardian Life Insurance first reported a position in WEC Energy in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's WEC Energy position peaked at $113K in Q2 2013.
  • 940 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.