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Henrickson Nauta Wealth Advisors’s WEC Energy WEC Stock Holding History

Henrickson Nauta Wealth Advisors’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
-109
Closed -$10K – 271
2021
Q4 		$10K Buy
+109
New +$9.96K 0.01% 153

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

Henrickson Nauta Wealth Advisors's WEC Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 109 shares — an estimated $10K sold.

Henrickson Nauta Wealth Advisors first reported a position in WEC in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 109 WEC Energy shares in Q1 2022, an estimated $10K.
  • Henrickson Nauta Wealth Advisors first reported a position in WEC Energy in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's WEC Energy position peaked at $10K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.