RIA
WEC icon

Realta Investment Advisors’s WEC Energy WEC Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-1,266
Closed -$110K – 1394
2019
Q4 		$110K Sell
1,266
-154
-11% -$14K 0.03% 474
2019
Q3 		$136K Sell
1,420
-224
-14% -$20.2K 0.04% 424
2019
Q2 		$137K Buy
1,644
+254
+18% +$20.4K 0.04% 419
2019
Q1 		$110K Buy
+1,390
New +$103K 0.05% 377

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Realta Investment Advisors's WEC Position: Q1 2020 in Review

Realta Investment Advisors sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 1,266 shares — an estimated $110K sold.

Realta Investment Advisors first reported a position in WEC in Q1 2019 and held it in 4 quarters. The position peaked at $137K in Q2 2019. 940 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

  • Realta Investment Advisors reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,266 WEC Energy shares in Q1 2020, an estimated $110K.
  • Realta Investment Advisors first reported a position in WEC Energy in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's WEC Energy position peaked at $137K in Q2 2019.
  • 940 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.