Meridian Wealth Partners’s WEC Energy WEC Stock Holding History

Meridian Wealth Partners’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	-488	Closed	-$46K	–	1256
2021 Q1	$46K	Buy	488 +181	+59%	+$15.8K	0.01%	166
2020 Q4	$28K	Hold	307	–	–	0.01%	182
2020 Q3	$30K	Sell	307 -68	-18%	-$6.34K	0.02%	168
2020 Q2	$33K	Hold	375	–	–	0.02%	159
2020 Q1	$33K	Hold	375	–	–	0.02%	146
2019 Q4	$35K	Buy	+375	New	+$34.2K	0.02%	151

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Partners's WEC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 488 shares — an estimated $46K sold.

Meridian Wealth Partners first reported a position in WEC in Q4 2019 and held it in 6 quarters. The position peaked at $46K in Q1 2021. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

Meridian Wealth Partners reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 488 WEC Energy shares in Q2 2021, an estimated $46K.
Meridian Wealth Partners first reported a position in WEC Energy in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's WEC Energy position peaked at $46K in Q1 2021.
948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.