Howard Wealth Management’s WEC Energy WEC Stock Holding History

Howard Wealth Management’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 Q1	–	Sell	-400	Closed	-$36K	–	500
2019 Q4	$36K	Buy	+400	New	+$36.5K	0.03%	226

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Howard Wealth Management's WEC Position: Q1 2020 in Review

Howard Wealth Management sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 400 shares — an estimated $36K sold.

Howard Wealth Management first reported a position in WEC in Q4 2019 and held it in 1 quarter. The position peaked at $36K in Q4 2019. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

Howard Wealth Management reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 400 WEC Energy shares in Q1 2020, an estimated $36K.
Howard Wealth Management first reported a position in WEC Energy in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's WEC Energy position peaked at $36K in Q4 2019.
937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.