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MD Financial Management’s WEC Energy WEC Stock Holding History

MD Financial 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
2021
Q4 		$2.12M Buy
21,800
+349
+2% +$31.9K 0.05% 198
2021
Q3 		$1.89M Sell
21,451
-721
-3% -$67.6K 0.05% 199
2021
Q2 		$1.97M Buy
+22,172
New +$2.09M 0.06% 195

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MD Financial Management's WEC Position: Q4 2021 in Review

MD Financial Management increased its WEC Energy (WEC) stake by 1.6% in Q4 2021, buying an estimated $31.9K and bringing the position to 21,800 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #198.

MD Financial Management first reported a position in WEC in Q2 2021 and has held it in 3 quarters since. 1,000 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • MD Financial Management held 21,800 shares of WEC Energy worth $2.12M as of Q4 2021.
  • MD Financial Management bought 349 WEC Energy shares in Q4 2021, an estimated $31.9K.
  • WEC Energy made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #198 holding.
  • MD Financial Management first reported a position in WEC Energy in Q2 2021 and has held it in 3 quarters since.
  • 1,000 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.