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PFS Investments’s WEC Energy WEC Stock Holding History

PFS Investments’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
-7,607
Closed -$699K – 397
2021
Q2 		$699K Sell
7,607
-11,987
-61% -$1.13M 0.02% 327
2021
Q1 		$1.83M Buy
19,594
+913
+5% +$79.6K 0.05% 240
2020
Q4 		$1.63M Buy
18,681
+1,490
+9% +$145K 0.05% 236
2020
Q3 		$1.67M Buy
17,191
+1,391
+9% +$130K 0.06% 210
2020
Q2 		$1.39M Buy
15,800
+2,848
+22% +$257K 0.05% 189
2020
Q1 		$1.14M Buy
12,952
+3,937
+44% +$379K 0.05% 181
2019
Q4 		$831K Buy
9,015
+4,088
+83% +$373K 0.03% 189
2019
Q3 		$469K Sell
4,927
-717
-13% -$64.6K 0.02% 187
2019
Q2 		$480K Buy
+5,644
New +$453K 0.02% 149

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

PFS Investments's WEC Position: Q3 2021 in Review

PFS Investments sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 7,607 shares — an estimated $699K sold.

PFS Investments first reported a position in WEC in Q2 2019 and held it in 9 quarters. The position peaked at $1.83M in Q1 2021. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • PFS Investments reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
  • PFS Investments sold 7,607 WEC Energy shares in Q3 2021, an estimated $699K.
  • PFS Investments first reported a position in WEC Energy in Q2 2019 and held it in 9 quarters.
  • PFS Investments's WEC Energy position peaked at $1.83M in Q1 2021.
  • 928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on PFS Investments's 13F filing for Q3 2021, filed 15 Nov 2021.