Meridian Wealth Advisors’s WEC Energy WEC Stock Holding History

Meridian Wealth 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 Q1	–	Sell	-953	Closed	-$66K	–	396
2018 Q4	$66K	Buy	+953	New	+$66.9K	0.05%	216

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meridian Wealth Advisors's WEC Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of WEC Energy (WEC) in Q1 2019, closing a stake of 953 shares — an estimated $66K sold.

Meridian Wealth Advisors first reported a position in WEC in Q4 2018 and held it in 1 quarter. The position peaked at $66K in Q4 2018. 863 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

Meridian Wealth Advisors reported no remaining WEC Energy position as of Q1 2019 after selling out during the quarter.
Meridian Wealth Advisors sold 953 WEC Energy shares in Q1 2019, an estimated $66K.
Meridian Wealth Advisors first reported a position in WEC Energy in Q4 2018 and held it in 1 quarter.
Meridian Wealth Advisors's WEC Energy position peaked at $66K in Q4 2018.
863 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.