NFH
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NEXT Financial Holdings’s WEC Energy WEC Stock Holding History

NEXT Financial Holdings’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
Q1 		$55K Buy
+688
New +$51K 0.01% 705

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NEXT Financial Holdings's WEC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WEC Energy (WEC) in Q1 2019: 688 shares worth $55K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings.

862 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

  • NEXT Financial Holdings held 688 shares of WEC Energy worth $55K as of Q1 2019.
  • WEC Energy was a new NEXT Financial Holdings position in Q1 2019.
  • WEC Energy made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #705 holding.
  • 862 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.