Royal Fund Management’s WEC Energy WEC Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-18	Closed	-$1K	–	574
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	548
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	611
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	574
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	524
2019 Q1	$1K	Sell	18 -564	-97%	-$41.8K	﹤0.01%	566
2018 Q4	$40K	Buy	+582	New	+$40.9K	0.02%	207
2017 Q3	–	Sell	-32	Closed	-$1K	–	532
2017 Q2	$1K	Buy	+32	New	+$1.98K	﹤0.01%	427

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Fund Management's WEC Position: Q2 2020 in Review

Royal Fund Management sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

Royal Fund Management first reported a position in WEC in Q2 2017 and held it in 7 quarters. The position peaked at $40K in Q4 2018. 906 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Royal Fund Management reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 18 WEC Energy shares in Q2 2020, an estimated $1K.
Royal Fund Management first reported a position in WEC Energy in Q2 2017 and held it in 7 quarters.
Royal Fund Management's WEC Energy position peaked at $40K in Q4 2018.
906 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.