Kings Point Capital Management’s WEC Energy WEC Stock Holding History

Kings Point Capital 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	-491	Closed	-$45K	–	512
2019 Q4	$45K	Hold	491	–	–	0.01%	332
2019 Q3	$47K	Hold	491	–	–	0.01%	308
2019 Q2	$41K	Hold	491	–	–	0.01%	284
2019 Q1	$39K	Hold	491	–	–	0.01%	256
2018 Q4	$34K	Buy	+491	New	+$34.5K	0.01%	261

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kings Point Capital Management's WEC Position: Q1 2020 in Review

Kings Point Capital Management sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 491 shares — an estimated $45K sold.

Kings Point Capital Management first reported a position in WEC in Q4 2018 and held it in 5 quarters. The position peaked at $47K in Q3 2019. 940 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

Kings Point Capital Management reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 491 WEC Energy shares in Q1 2020, an estimated $45K.
Kings Point Capital Management first reported a position in WEC Energy in Q4 2018 and held it in 5 quarters.
Kings Point Capital Management's WEC Energy position peaked at $47K in Q3 2019.
940 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.