GW Henssler & Associates’s WEC Energy WEC Stock Holding History

GW Henssler & Associates’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 Q2	–	Sell	-6,497	Closed	-$514K	–	231
2019 Q1	$514K	Buy	+6,497	New	+$482K	0.05%	124

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

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

GW Henssler & Associates's WEC Position: Q2 2019 in Review

GW Henssler & Associates sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 6,497 shares — an estimated $514K sold.

GW Henssler & Associates first reported a position in WEC in Q1 2019 and held it in 1 quarter. The position peaked at $514K in Q1 2019. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

GW Henssler & Associates reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
GW Henssler & Associates sold 6,497 WEC Energy shares in Q2 2019, an estimated $514K.
GW Henssler & Associates first reported a position in WEC Energy in Q1 2019 and held it in 1 quarter.
GW Henssler & Associates's WEC Energy position peaked at $514K in Q1 2019.
854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on GW Henssler & Associates's 13F filing for Q2 2019, filed 5 Aug 2019.