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Retirement Planning Company of New England’s WEC Energy WEC Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-44
Closed -$4K – 884
2021
Q4 		$4K Buy
+44
New +$4.02K ﹤0.01% 792

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MAM
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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 $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Company of New England's WEC Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 44 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in WEC in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 44 WEC Energy shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in WEC Energy in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's WEC Energy position peaked at $4K in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.