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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parisi Gray Wealth Management's WEC Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 665 shares — an estimated $59K sold.

Parisi Gray Wealth Management first reported a position in WEC in Q4 2017 and held it in 7 quarters. The position peaked at $59K in Q2 2021. 930 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

Parisi Gray Wealth Management reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 665 WEC Energy shares in Q3 2021, an estimated $59K.
Parisi Gray Wealth Management first reported a position in WEC Energy in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's WEC Energy position peaked at $59K in Q2 2021.
930 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.