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Hoover Financial Advisors’s WEC Energy WEC Stock Holding History

Hoover Financial 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
2021
Q2 		$18K Hold
203
– – ﹤0.01% 409
2021
Q1 		$20K Sell
203
-128
-39% -$11.2K ﹤0.01% 360
2020
Q4 		$29K Buy
+331
New +$32.2K 0.01% 290
2020
Q3 		– Sell
-203
Closed -$18K – 478
2020
Q2 		$18K Buy
+203
New +$18.3K 0.01% 292

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Hoover Financial Advisors's WEC Position: Q2 2021 in Review

Hoover Financial Advisors held its WEC Energy (WEC) position steady in Q2 2021 at 203 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Hoover Financial Advisors first reported a position in WEC in Q2 2020 and has held it in 4 quarters since. The position peaked at $29K in Q4 2020. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Hoover Financial Advisors held 203 shares of WEC Energy worth $18K as of Q2 2021.
  • Hoover Financial Advisors left its WEC Energy share count unchanged in Q2 2021.
  • WEC Energy made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #409 holding.
  • Hoover Financial Advisors first reported a position in WEC Energy in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's WEC Energy position peaked at $29K in Q4 2020.
  • 948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.