Regal Wealth Group’s WEC Energy WEC Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-929	Closed	-$87K	–	240
2021 Q1	$87K	Buy	929 +8	+0.9%	+$697	0.05%	69
2020 Q4	$85K	Buy	921 +6	+0.7%	+$584	0.05%	69
2020 Q3	$89K	Buy	915 +6	+0.7%	+$559	0.07%	64
2020 Q2	$80K	Buy	+909	New	+$82K	0.07%	63

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Regal Wealth Group's WEC Position: Q2 2021 in Review

Regal Wealth Group sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 929 shares — an estimated $87K sold.

Regal Wealth Group first reported a position in WEC in Q2 2020 and held it in 4 quarters. The position peaked at $89K in Q3 2020. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

Regal Wealth Group reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 929 WEC Energy shares in Q2 2021, an estimated $87K.
Regal Wealth Group first reported a position in WEC Energy in Q2 2020 and held it in 4 quarters.
Regal Wealth Group's WEC Energy position peaked at $89K in Q3 2020.
948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.