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Price Wealth’s WEC Energy WEC Stock Holding History

Price Wealth’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
2020
Q2 		– Sell
-95
Closed -$8K – 573
2020
Q1 		$8K Buy
95
+81
+579% +$7.79K ﹤0.01% 173
2019
Q4 		$1K Buy
+14
New +$1.28K ﹤0.01% 381
2018
Q3 		– Sell
-290
Closed -$19K – 437
2018
Q2 		$19K Buy
290
+190
+190% +$11.8K 0.01% 213
2018
Q1 		$6K Sell
100
-100
-50% -$6.21K ﹤0.01% 222
2017
Q4 		$13K Buy
+200
New +$13.4K 0.01% 165

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Price Wealth's WEC Position: Q2 2020 in Review

Price Wealth sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 95 shares — an estimated $8K sold.

Price Wealth first reported a position in WEC in Q4 2017 and held it in 5 quarters. The position peaked at $19K in Q2 2018. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Price Wealth reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 95 WEC Energy shares in Q2 2020, an estimated $8K.
  • Price Wealth first reported a position in WEC Energy in Q4 2017 and held it in 5 quarters.
  • Price Wealth's WEC Energy position peaked at $19K in Q2 2018.
  • 904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.