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Personal Capital Advisors’s WEC Energy WEC Stock Holding History

Personal Capital Advisors’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
Q2 		– Sell
-3,369
Closed -$315K – 508
2021
Q1 		$315K Sell
3,369
-286
-8% -$24.9K ﹤0.01% 374
2020
Q4 		$336K Buy
3,655
+352
+11% +$34.3K ﹤0.01% 363
2020
Q3 		$320K Buy
3,303
+110
+3% +$10.2K ﹤0.01% 320
2020
Q2 		$280K Sell
3,193
-31
-1% -$2.8K ﹤0.01% 299
2020
Q1 		$284K Sell
3,224
-133
-4% -$12.8K ﹤0.01% 289
2019
Q4 		$310K Buy
3,357
+194
+6% +$17.7K ﹤0.01% 323
2019
Q3 		$300K Buy
+3,163
New +$285K ﹤0.01% 291
2019
Q1 		– Sell
-3,762
Closed -$261K – 343
2018
Q4 		$261K Buy
3,762
+70
+2% +$4.92K ﹤0.01% 273
2018
Q3 		$246K Hold
3,692
– – ﹤0.01% 271
2018
Q2 		$239K Sell
3,692
-130
-3% -$8.08K ﹤0.01% 259
2018
Q1 		$240K Sell
3,822
-15
-0.4% -$931 ﹤0.01% 241
2017
Q4 		$255K Hold
3,837
– – ﹤0.01% 221
2017
Q3 		$241K Buy
3,837
+139
+4% +$8.87K ﹤0.01% 207
2017
Q2 		$227K Sell
3,698
-166
-4% -$10.3K 0.01% 204
2017
Q1 		$235K Buy
3,864
+112
+3% +$6.6K 0.01% 195
2016
Q4 		$220K Sell
3,752
-83
-2% -$4.76K 0.01% 169
2016
Q3 		$232K Buy
3,835
+208
+6% +$13K 0.01% 159
2016
Q2 		$237K Buy
3,627
+50
+1% +$3.01K 0.01% 158
2016
Q1 		$215K Buy
+3,577
New +$200K 0.01% 150

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Personal Capital Advisors's WEC Position: Q2 2021 in Review

Personal Capital Advisors sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 3,369 shares — an estimated $315K sold.

Personal Capital Advisors first reported a position in WEC in Q1 2016 and held it in 19 quarters. The position peaked at $336K in Q4 2020. 949 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Personal Capital Advisors reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 3,369 WEC Energy shares in Q2 2021, an estimated $315K.
  • Personal Capital Advisors first reported a position in WEC Energy in Q1 2016 and held it in 19 quarters.
  • Personal Capital Advisors's WEC Energy position peaked at $336K in Q4 2020.
  • 949 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Personal Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.