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Interchange Capital Partners’s WEC Energy WEC Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-485
Closed -$44K – 1103
2020
Q4 		$44K Buy
+485
New +$47.2K 0.02% 432

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Bank of America
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Geode Capital Management
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PAMU
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Interchange Capital Partners's WEC Position: Q1 2021 in Review

Interchange Capital Partners sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 485 shares — an estimated $44K sold.

Interchange Capital Partners first reported a position in WEC in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Interchange Capital Partners reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 485 WEC Energy shares in Q1 2021, an estimated $44K.
  • Interchange Capital Partners first reported a position in WEC Energy in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's WEC Energy position peaked at $44K in Q4 2020.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.