Ovata Capital Management’s WEC Energy WEC Stock Holding History

Ovata 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 Q3	–	Sell	-401	Closed	-$35K	–	187
2020 Q2	$35K	Buy	+401	New	+$36.2K	0.01%	131

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ovata Capital Management's WEC Position: Q3 2020 in Review

Ovata Capital Management sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 401 shares — an estimated $35K sold.

Ovata Capital Management first reported a position in WEC in Q2 2020 and held it in 1 quarter. The position peaked at $35K in Q2 2020. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

Ovata Capital Management reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
Ovata Capital Management sold 401 WEC Energy shares in Q3 2020, an estimated $35K.
Ovata Capital Management first reported a position in WEC Energy in Q2 2020 and held it in 1 quarter.
Ovata Capital Management's WEC Energy position peaked at $35K in Q2 2020.
908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.