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HL Financial Services’s WEC Energy WEC Stock Holding History

HL Financial Services’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
Q1 		$1.01M Sell
12,807
-807
-6% -$59.9K 0.02% 371
2018
Q4 		$943K Buy
13,614
+249
+2% +$17.5K 0.02% 371
2018
Q3 		$892K Buy
13,365
+808
+6% +$53.9K 0.01% 401
2018
Q2 		$812K Sell
12,557
-516
-4% -$32.1K 0.01% 403
2018
Q1 		$820K Buy
13,073
+268
+2% +$16.6K 0.01% 394
2017
Q4 		$851K Sell
12,805
-698
-5% -$46.8K 0.02% 336
2017
Q3 		$848K Buy
13,503
+939
+7% +$59.9K 0.02% 386
2017
Q2 		$771K Buy
12,564
+1,676
+15% +$104K 0.02% 389
2017
Q1 		$660K Sell
10,888
-1,998
-16% -$118K 0.01% 402
2016
Q4 		$756K Sell
12,886
-1,603
-11% -$92K 0.02% 373
2016
Q3 		$868K Buy
14,489
+706
+5% +$44.1K 0.02% 337
2016
Q2 		$900K Buy
13,783
+2,434
+21% +$146K 0.02% 340
2016
Q1 		$682K Buy
11,349
+1,731
+18% +$96.9K 0.02% 369
2015
Q4 		$494K Buy
9,618
+260
+3% +$13.3K 0.01% 444
2015
Q3 		$489K Sell
9,358
-837
-8% -$40.7K 0.01% 428
2015
Q2 		$458K Buy
10,195
+5,962
+141% +$286K 0.01% 471
2015
Q1 		$210K Sell
4,233
-41
-1% -$2.14K 0.01% 646
2014
Q4 		$225K Buy
+4,274
New +$210K 0.01% 627

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HL Financial Services's WEC Position: Q1 2019 in Review

HL Financial Services reduced its WEC Energy (WEC) stake by 5.9% in Q1 2019, selling an estimated $59.9K and leaving 12,807 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #371.

HL Financial Services first reported a position in WEC in Q4 2014 and has held it in 18 quarters since. 862 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

  • HL Financial Services held 12,807 shares of WEC Energy worth $1.01M as of Q1 2019.
  • HL Financial Services sold 807 WEC Energy shares in Q1 2019, an estimated $59.9K.
  • WEC Energy made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #371 holding.
  • HL Financial Services first reported a position in WEC Energy in Q4 2014 and has held it in 18 quarters since.
  • 862 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.