Horan Capital Advisors’s WEC Energy WEC Stock Holding History

Horan Capital 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
2020 Q4	–	Sell	-1,800	Closed	-$174K	–	282
2020 Q3	$174K	Buy	+1,800	New	+$168K	0.1%	88

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horan Capital Advisors's WEC Position: Q4 2020 in Review

Horan Capital Advisors sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 1,800 shares — an estimated $174K sold.

Horan Capital Advisors first reported a position in WEC in Q3 2020 and held it in 1 quarter. The position peaked at $174K in Q3 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

Horan Capital Advisors reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 1,800 WEC Energy shares in Q4 2020, an estimated $174K.
Horan Capital Advisors first reported a position in WEC Energy in Q3 2020 and held it in 1 quarter.
Horan Capital Advisors's WEC Energy position peaked at $174K in Q3 2020.
962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.