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Nelson Capital Management’s WEC Energy WEC Stock Holding History

Nelson 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
2019
Q4 		– Sell
-150
Closed -$14K – 286
2019
Q3 		$14K Hold
150
– – ﹤0.01% 236
2019
Q2 		$13K Buy
+150
New +$12K ﹤0.01% 219

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Nelson Capital Management's WEC Position: Q4 2019 in Review

Nelson Capital Management sold out of WEC Energy (WEC) in Q4 2019, closing a stake of 150 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in WEC in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 923 funds tracked by Wall St. Rank hold WEC as of Q4 2019.

  • Nelson Capital Management reported no remaining WEC Energy position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 150 WEC Energy shares in Q4 2019, an estimated $14K.
  • Nelson Capital Management first reported a position in WEC Energy in Q2 2019 and held it in 2 quarters.
  • Nelson Capital Management's WEC Energy position peaked at $14K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held WEC Energy as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.