MorganRosel Wealth Management’s WEC Energy WEC Stock Holding History

MorganRosel 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
2020 Q1	–	Sell	-3,139	Closed	-$290K	–	80
2019 Q4	$290K	Hold	3,139	–	–	0.22%	64
2019 Q3	$299K	Hold	3,139	–	–	0.25%	63
2019 Q2	$262K	Hold	3,139	–	–	0.22%	64
2019 Q1	$248K	Hold	3,139	–	–	0.21%	62
2018 Q4	$217K	Buy	+3,139	New	+$220K	0.22%	62

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

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

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

MorganRosel Wealth Management's WEC Position: Q1 2020 in Review

MorganRosel Wealth Management sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 3,139 shares — an estimated $290K sold.

MorganRosel Wealth Management first reported a position in WEC in Q4 2018 and held it in 5 quarters. The position peaked at $299K in Q3 2019. 940 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

MorganRosel Wealth Management reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
MorganRosel Wealth Management sold 3,139 WEC Energy shares in Q1 2020, an estimated $290K.
MorganRosel Wealth Management first reported a position in WEC Energy in Q4 2018 and held it in 5 quarters.
MorganRosel Wealth Management's WEC Energy position peaked at $299K in Q3 2019.
940 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on MorganRosel Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.