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Legacy Financial Advisors’s WEC Energy WEC Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-909
Closed -$72K – 897
2019
Q1 		$72K Sell
909
-77
-8% -$5.71K 0.02% 219
2018
Q4 		$68K Sell
986
-100
-9% -$7.02K 0.03% 190
2018
Q3 		$72K Hold
1,086
– – 0.03% 208
2018
Q2 		$71K Sell
1,086
-36
-3% -$2.24K 0.03% 203
2018
Q1 		$69K Buy
1,122
+102
+10% +$6.33K 0.03% 207
2017
Q4 		$67K Buy
+1,020
New +$68.4K 0.03% 210

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

Legacy Financial Advisors's WEC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 909 shares — an estimated $72K sold.

Legacy Financial Advisors first reported a position in WEC in Q4 2017 and held it in 6 quarters. The position peaked at $72K in Q1 2019. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 909 WEC Energy shares in Q2 2019, an estimated $72K.
  • Legacy Financial Advisors first reported a position in WEC Energy in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's WEC Energy position peaked at $72K in Q1 2019.
  • 854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.