MIAS
WEC icon

Mason Investment Advisory Services’s WEC Energy WEC Stock Holding History

Mason Investment Advisory Services’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
2021
Q3 		– Sell
-12,944
Closed -$1.15M – 99
2021
Q2 		$1.15M Hold
12,944
– – 0.12% 40
2021
Q1 		$1.21M Buy
+12,944
New +$1.13M 0.13% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Mason Investment Advisory Services's WEC Position: Q3 2021 in Review

Mason Investment Advisory Services sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 12,944 shares — an estimated $1.15M sold.

Mason Investment Advisory Services first reported a position in WEC in Q1 2021 and held it in 2 quarters. The position peaked at $1.21M in Q1 2021. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • Mason Investment Advisory Services reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
  • Mason Investment Advisory Services sold 12,944 WEC Energy shares in Q3 2021, an estimated $1.15M.
  • Mason Investment Advisory Services first reported a position in WEC Energy in Q1 2021 and held it in 2 quarters.
  • Mason Investment Advisory Services's WEC Energy position peaked at $1.21M in Q1 2021.
  • 928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Mason Investment Advisory Services's 13F filing for Q3 2021, filed 6 Aug 2024.