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Murphy Capital Management’s WEC Energy WEC Stock Holding History

Murphy Capital 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
-2,936
Closed -$270K – 229
2019
Q4 		$270K Hold
2,936
– – 0.04% 198
2019
Q3 		$279K Buy
2,936
+28
+1% +$2.52K 0.04% 200
2019
Q2 		$242K Sell
2,908
-1,085
-27% -$87K 0.04% 210
2019
Q1 		$315K Hold
3,993
– – 0.05% 197
2018
Q4 		$276K Hold
3,993
– – 0.05% 203
2018
Q3 		$266K Sell
3,993
-2,344
-37% -$156K 0.04% 229
2018
Q2 		$409K Hold
6,337
– – 0.06% 194
2018
Q1 		$397K Sell
6,337
-200
-3% -$12.4K 0.06% 195
2017
Q4 		$434K Sell
6,537
-379
-5% -$25.4K 0.06% 188
2017
Q3 		$434K Buy
6,916
+1,200
+21% +$76.6K 0.06% 191
2017
Q2 		$350K Buy
5,716
+424
+8% +$26.2K 0.05% 208
2017
Q1 		$320K Hold
5,292
– – 0.05% 216
2016
Q4 		$310K Sell
5,292
-111
-2% -$6.37K 0.05% 223
2016
Q3 		$323K Buy
5,403
+111
+2% +$6.93K 0.05% 225
2016
Q2 		$345K Sell
5,292
-100
-2% -$6.01K 0.05% 227
2016
Q1 		$323K Buy
5,392
+238
+5% +$13.3K 0.05% 229
2015
Q4 		$264K Sell
5,154
-100
-2% -$5.1K 0.04% 264
2015
Q3 		$274K Buy
+5,254
New +$256K 0.05% 250
2015
Q2 		– Sell
-4,042
Closed -$200K – 330
2015
Q1 		$200K Hold
4,042
– – 0.03% 314
2014
Q4 		$213K Buy
+4,042
New +$198K 0.03% 307

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Murphy Capital Management's WEC Position: Q1 2020 in Review

Murphy Capital Management sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 2,936 shares — an estimated $270K sold.

Murphy Capital Management first reported a position in WEC in Q4 2014 and held it in 20 quarters. The position peaked at $434K in Q4 2017. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

  • Murphy Capital Management reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
  • Murphy Capital Management sold 2,936 WEC Energy shares in Q1 2020, an estimated $270K.
  • Murphy Capital Management first reported a position in WEC Energy in Q4 2014 and held it in 20 quarters.
  • Murphy Capital Management's WEC Energy position peaked at $434K in Q4 2017.
  • 937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Murphy Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.