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Provident Wealth Management’s WEC Energy WEC Stock Holding History

Provident 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
2020
Q4 		– Sell
-134
Closed -$13K – 264
2020
Q3 		$13K Buy
+134
New +$12.5K 0.02% 137

Other funds holding WEC

Vanguard Group
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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

Provident Wealth Management's WEC Position: Q4 2020 in Review

Provident Wealth Management sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 134 shares — an estimated $13K sold.

Provident Wealth Management first reported a position in WEC in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Provident Wealth Management reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 134 WEC Energy shares in Q4 2020, an estimated $13K.
  • Provident Wealth Management first reported a position in WEC Energy in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's WEC Energy position peaked at $13K in Q3 2020.
  • 962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.