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Personal Wealth Partners’s WEC Energy WEC Stock Holding History

Personal Wealth Partners’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
-200
Closed -$18K – 393
2021
Q2 		$18K Buy
+200
New +$18.8K 0.01% 223
2020
Q1 		– Sell
-848
Closed -$78K – 618
2019
Q4 		$78K Hold
848
– – 0.03% 121
2019
Q3 		$81K Buy
848
+200
+31% +$18K 0.04% 115
2019
Q2 		$54K Buy
+648
New +$52K 0.03% 127

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

Personal Wealth Partners's WEC Position: Q3 2021 in Review

Personal Wealth Partners sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 200 shares — an estimated $18K sold.

Personal Wealth Partners first reported a position in WEC in Q2 2019 and held it in 4 quarters. The position peaked at $81K in Q3 2019. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • Personal Wealth Partners reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 200 WEC Energy shares in Q3 2021, an estimated $18K.
  • Personal Wealth Partners first reported a position in WEC Energy in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's WEC Energy position peaked at $81K in Q3 2019.
  • 928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.