Nachman Norwood & Parrott’s WEC Energy WEC Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-1,238	Closed	-$120K	–	1038
2020 Q3	$120K	Buy	+1,238	New	+$115K	0.02%	310

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nachman Norwood & Parrott's WEC Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 1,238 shares — an estimated $120K sold.

Nachman Norwood & Parrott first reported a position in WEC in Q3 2020 and held it in 1 quarter. The position peaked at $120K in Q3 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

Nachman Norwood & Parrott reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 1,238 WEC Energy shares in Q4 2020, an estimated $120K.
Nachman Norwood & Parrott first reported a position in WEC Energy in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's WEC Energy position peaked at $120K in Q3 2020.
962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.