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MainStreet Investment Advisors’s WEC Energy WEC Stock Holding History

MainStreet Investment 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
2020
Q2 		– Sell
-2,861
Closed -$252K – 300
2020
Q1 		$252K Buy
+2,861
New +$275K 0.03% 229

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

MainStreet Investment Advisors's WEC Position: Q2 2020 in Review

MainStreet Investment Advisors sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 2,861 shares — an estimated $252K sold.

MainStreet Investment Advisors first reported a position in WEC in Q1 2020 and held it in 1 quarter. The position peaked at $252K in Q1 2020. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • MainStreet Investment Advisors reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 2,861 WEC Energy shares in Q2 2020, an estimated $252K.
  • MainStreet Investment Advisors first reported a position in WEC Energy in Q1 2020 and held it in 1 quarter.
  • MainStreet Investment Advisors's WEC Energy position peaked at $252K in Q1 2020.
  • 904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on MainStreet Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.