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Paradigm Strategies in Wealth Management’s WEC Energy WEC Stock Holding History

Paradigm Strategies in Wealth 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
2021
Q3 		– Sell
-205
Closed -$18K – 233
2021
Q2 		$18K Hold
205
– – 0.02% 141
2021
Q1 		$19K Buy
+205
New +$17.9K 0.02% 136

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paradigm Strategies in Wealth Management's WEC Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 205 shares — an estimated $18K sold.

Paradigm Strategies in Wealth Management first reported a position in WEC in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 205 WEC Energy shares in Q3 2021, an estimated $18K.
  • Paradigm Strategies in Wealth Management first reported a position in WEC Energy in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's WEC Energy position peaked at $19K in Q1 2021.
  • 928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.