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Parisi Gray Wealth Management’s WEC Energy WEC Stock Holding History

Parisi Gray 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
-665
Closed -$59K – 554
2021
Q2 		$59K Buy
+665
New +$62.6K 0.02% 281
2019
Q2 		– Sell
-591
Closed -$47K – 457
2019
Q1 		$47K Hold
591
– – 0.03% 227
2018
Q4 		$41K Hold
591
– – 0.03% 230
2018
Q3 		$39K Hold
591
– – 0.02% 260
2018
Q2 		$39K Hold
591
– – 0.03% 269
2018
Q1 		$37K Buy
591
+125
+27% +$7.76K 0.03% 260
2017
Q4 		$31K Buy
+466
New +$31.3K 0.02% 287

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