MAFM
WEC icon

Mid Atlantic Financial Management’s WEC Energy WEC Stock Holding History

Mid Atlantic 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
Q3 		$504K Sell
5,715
-3
-0.1% -$281 0.03% 448
2021
Q2 		$509K Buy
5,718
+318
+6% +$30K 0.03% 459
2021
Q1 		$505K Buy
5,400
+3
+0.1% +$262 0.04% 429
2020
Q4 		$497K Buy
+5,397
New +$525K 0.04% 403

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

Mid Atlantic Financial Management's WEC Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its WEC Energy (WEC) stake by 0.05% in Q3 2021, selling an estimated $281 and leaving 5,715 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #448.

Mid Atlantic Financial Management first reported a position in WEC in Q4 2020 and has held it in 4 quarters since. The position peaked at $509K in Q2 2021. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • Mid Atlantic Financial Management held 5,715 shares of WEC Energy worth $504K as of Q3 2021.
  • Mid Atlantic Financial Management sold 3 WEC Energy shares in Q3 2021, an estimated $281.
  • WEC Energy made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #448 holding.
  • Mid Atlantic Financial Management first reported a position in WEC Energy in Q4 2020 and has held it in 4 quarters since.
  • Mid Atlantic Financial Management's WEC Energy position peaked at $509K in Q2 2021.
  • 928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.