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Meridian Wealth Management’s WEC Energy WEC Stock Holding History

Meridian Wealth 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
Q2 		– Sell
-2,914
Closed -$273K – 392
2021
Q1 		$273K Sell
2,914
-290
-9% -$25.3K 0.04% 290
2020
Q4 		$294K Buy
3,204
+308
+11% +$30K 0.05% 258
2020
Q3 		$280K Buy
2,896
+39
+1% +$3.63K 0.07% 195
2020
Q2 		$250K Sell
2,857
-204
-7% -$18.4K 0.08% 181
2020
Q1 		$269K Buy
+3,061
New +$294K 0.12% 167

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Meridian Wealth Management's WEC Position: Q2 2021 in Review

Meridian Wealth Management sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 2,914 shares — an estimated $273K sold.

Meridian Wealth Management first reported a position in WEC in Q1 2020 and held it in 5 quarters. The position peaked at $294K in Q4 2020. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Meridian Wealth Management reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Management sold 2,914 WEC Energy shares in Q2 2021, an estimated $273K.
  • Meridian Wealth Management first reported a position in WEC Energy in Q1 2020 and held it in 5 quarters.
  • Meridian Wealth Management's WEC Energy position peaked at $294K in Q4 2020.
  • 948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Meridian Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.