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Ranch Capital Advisors’s WEC Energy WEC Stock Holding History

Ranch 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
Q4 		– Sell
-79
Closed -$7K – 596
2021
Q3 		$7K Hold
79
– – ﹤0.01% 518
2021
Q2 		$7K Hold
79
– – ﹤0.01% 711
2021
Q1 		$7K Hold
79
– – ﹤0.01% 698
2020
Q4 		$7K Hold
79
– – 0.01% 688
2020
Q3 		$7K Hold
79
– – 0.01% 678
2020
Q2 		$7K Hold
79
– – 0.01% 708
2020
Q1 		$6K Hold
79
– – 0.01% 695
2019
Q4 		$7K Buy
+79
New +$7.2K 0.01% 749

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ranch Capital Advisors's WEC Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 79 shares — an estimated $7K sold.

Ranch Capital Advisors first reported a position in WEC in Q4 2019 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Ranch Capital Advisors reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 79 WEC Energy shares in Q4 2021, an estimated $7K.
  • Ranch Capital Advisors first reported a position in WEC Energy in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's WEC Energy position peaked at $7K in Q3 2021.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.