HWP
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Hefty Wealth Partners’s WEC Energy WEC Stock Holding History

Hefty Wealth Partners’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
2016
Q1 		– Sell
-11,826
Closed -$606K – 234
2015
Q4 		$606K Buy
+11,826
New +$604K 0.58% 64

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Hefty Wealth Partners's WEC Position: Q1 2016 in Review

Hefty Wealth Partners sold out of WEC Energy (WEC) in Q1 2016, closing a stake of 11,826 shares — an estimated $606K sold.

Hefty Wealth Partners first reported a position in WEC in Q4 2015 and held it in 1 quarter. The position peaked at $606K in Q4 2015. 665 funds tracked by Wall St. Rank hold WEC as of Q1 2016.

  • Hefty Wealth Partners reported no remaining WEC Energy position as of Q1 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 11,826 WEC Energy shares in Q1 2016, an estimated $606K.
  • Hefty Wealth Partners first reported a position in WEC Energy in Q4 2015 and held it in 1 quarter.
  • Hefty Wealth Partners's WEC Energy position peaked at $606K in Q4 2015.
  • 665 funds tracked by Wall St. Rank held WEC Energy as of Q1 2016.

Based on Hefty Wealth Partners's 13F filing for Q1 2016, filed 16 May 2016.