RPWA
WEC icon

Regent Peak Wealth Advisors’s WEC Energy WEC Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-355
Closed -$33K – 994
2020
Q4 		$33K Buy
+355
New +$34.5K 0.01% 369

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's WEC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 355 shares — an estimated $33K sold.

Regent Peak Wealth Advisors first reported a position in WEC in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 355 WEC Energy shares in Q1 2021, an estimated $33K.
  • Regent Peak Wealth Advisors first reported a position in WEC Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's WEC Energy position peaked at $33K in Q4 2020.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.