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Kavar Capital Partners Group’s WEC Energy WEC Stock Holding History

Kavar Capital Partners 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
Q2 		– Sell
-2,708
Closed -$239K – 129
2020
Q1 		$239K Hold
2,708
– – 0.11% 102
2019
Q4 		$250K Hold
2,708
– – 0.09% 115
2019
Q3 		$258K Hold
2,708
– – 0.1% 116
2019
Q2 		$226K Hold
2,708
– – 0.09% 116
2019
Q1 		$214K Buy
+2,708
New +$201K 0.1% 121

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kavar Capital Partners Group's WEC Position: Q2 2020 in Review

Kavar Capital Partners Group sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 2,708 shares — an estimated $239K sold.

Kavar Capital Partners Group first reported a position in WEC in Q1 2019 and held it in 5 quarters. The position peaked at $258K in Q3 2019. 905 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Kavar Capital Partners Group reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Kavar Capital Partners Group sold 2,708 WEC Energy shares in Q2 2020, an estimated $239K.
  • Kavar Capital Partners Group first reported a position in WEC Energy in Q1 2019 and held it in 5 quarters.
  • Kavar Capital Partners Group's WEC Energy position peaked at $258K in Q3 2019.
  • 905 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Kavar Capital Partners Group's 13F filing for Q2 2020, filed 23 Jul 2020.