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H&H Retirement Design & Management’s WEC Energy WEC Stock Holding History

H&H Retirement Design & Management’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
2021
Q3 		– Sell
-2,815
Closed -$259K – 47
2021
Q2 		$259K Buy
+2,815
New +$265K 0.16% 38

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

H&H Retirement Design & Management's WEC Position: Q3 2021 in Review

H&H Retirement Design & Management sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 2,815 shares — an estimated $259K sold.

H&H Retirement Design & Management first reported a position in WEC in Q2 2021 and held it in 1 quarter. The position peaked at $259K in Q2 2021. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • H&H Retirement Design & Management reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
  • H&H Retirement Design & Management sold 2,815 WEC Energy shares in Q3 2021, an estimated $259K.
  • H&H Retirement Design & Management first reported a position in WEC Energy in Q2 2021 and held it in 1 quarter.
  • H&H Retirement Design & Management's WEC Energy position peaked at $259K in Q2 2021.
  • 928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on H&H Retirement Design & Management's 13F filing for Q3 2021, filed 12 Oct 2021.