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Next Financial Group’s WEC Energy WEC Stock Holding History

Next Financial Group’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
Q4 		$96K Buy
984
+51
+5% +$4.66K 0.01% 1188
2021
Q3 		$82K Sell
933
-51
-5% -$4.78K 0.01% 1205
2021
Q2 		$87K Sell
984
-211
-18% -$19.9K 0.01% 1182
2021
Q1 		$112K Buy
1,195
+77
+7% +$6.71K 0.01% 990
2020
Q4 		$103K Sell
1,118
-135
-11% -$13.1K 0.01% 956
2020
Q3 		$122K Buy
+1,253
New +$117K 0.01% 779
2020
Q2 		– Sell
-1,125
Closed -$99K – 1886
2020
Q1 		$99K Sell
1,125
-3,444
-75% -$331K 0.01% 763
2019
Q4 		$421K Sell
4,569
-2,089
-31% -$190K 0.04% 409
2019
Q3 		$633K Buy
6,658
+1,923
+41% +$173K 0.07% 306
2019
Q2 		$395K Buy
4,735
+4,047
+588% +$325K 0.04% 409
2019
Q1 		$55K Sell
688
-4,360
-86% -$323K 0.01% 705
2018
Q4 		$350K Buy
5,048
+4,836
+2,281% +$340K 0.07% 275
2018
Q3 		$14K Buy
+212
New +$14.1K 0.01% 902
2017
Q4 		– Sell
-311
Closed -$20K – 1419
2017
Q3 		$20K Sell
311
-514
-62% -$32.8K 0.01% 981
2017
Q2 		$51K Buy
825
+525
+175% +$32.4K 0.01% 784
2017
Q1 		$18K Sell
300
-100
-25% -$5.89K 0.01% 1096
2016
Q4 		$23K Hold
400
– – ﹤0.01% 1323
2016
Q3 		$24K Buy
400
+98
+32% +$6.12K ﹤0.01% 1276
2016
Q2 		$19K Hold
302
– – 0.01% 998
2016
Q1 		$18K Hold
302
– – 0.01% 978
2015
Q4 		$15K Buy
302
+1
+0.3% +$51 0.01% 1044
2015
Q3 		$15K Hold
301
– – 0.01% 1061
2015
Q2 		$13K Buy
301
+101
+51% +$4.85K ﹤0.01% 1181
2015
Q1 		$9K Hold
200
– – ﹤0.01% 1301
2014
Q4 		$11K Sell
200
-1
-0.5% -$49 ﹤0.01% 1223
2014
Q3 		$9K Buy
+201
New +$8.92K ﹤0.01% 1817

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's WEC Position: Q4 2021 in Review

Next Financial Group increased its WEC Energy (WEC) stake by 5.5% in Q4 2021, buying an estimated $4.66K and bringing the position to 984 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #1188.

Next Financial Group first reported a position in WEC in Q3 2014 and has held it in 26 quarters since. The position peaked at $633K in Q3 2019. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Next Financial Group held 984 shares of WEC Energy worth $96K as of Q4 2021.
  • Next Financial Group bought 51 WEC Energy shares in Q4 2021, an estimated $4.66K.
  • WEC Energy made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1188 holding.
  • Next Financial Group first reported a position in WEC Energy in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's WEC Energy position peaked at $633K in Q3 2019.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.