Kore Private Wealth’s WEC Energy WEC Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-969	Closed	-$84K	–	1079
2020 Q2	$84K	Sell	969 -316	-25%	-$28.5K	0.02%	363
2020 Q1	$113K	Buy	1,285 +18	+1%	+$1.73K	0.03%	296
2019 Q4	$117K	Buy	+1,267	New	+$116K	0.02%	337
2019 Q2	–	Sell	-288	Closed	-$23K	–	788
2019 Q1	$23K	Sell	288 -1,590	-85%	-$118K	0.01%	495
2018 Q4	$130K	Buy	+1,878	New	+$132K	0.04%	257

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

MAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kore Private Wealth's WEC Position: Q3 2020 in Review

Kore Private Wealth sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 969 shares — an estimated $84K sold.

Kore Private Wealth first reported a position in WEC in Q4 2018 and held it in 5 quarters. The position peaked at $130K in Q4 2018. 909 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

Kore Private Wealth reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 969 WEC Energy shares in Q3 2020, an estimated $84K.
Kore Private Wealth first reported a position in WEC Energy in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's WEC Energy position peaked at $130K in Q4 2018.
909 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.