IRAG
WEC icon

Investment Research & Advisory Group’s WEC Energy WEC Stock Holding History

Investment Research & Advisory Group’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
-454
Closed -$42K – 189
2019
Q4 		$42K Buy
+454
New +$41.4K 0.04% 110

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Research & Advisory Group's WEC Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 454 shares — an estimated $42K sold.

Investment Research & Advisory Group first reported a position in WEC in Q4 2019 and held it in 1 quarter. The position peaked at $42K in Q4 2019. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 454 WEC Energy shares in Q1 2020, an estimated $42K.
  • Investment Research & Advisory Group first reported a position in WEC Energy in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's WEC Energy position peaked at $42K in Q4 2019.
  • 937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.