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RPG Investment Advisory’s WEC Energy WEC Stock Holding History

RPG Investment Advisory’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
Q3 		– Sell
-133
Closed -$12K – 348
2020
Q2 		$12K Buy
+133
New +$12K ﹤0.01% 184
2018
Q1 		– Sell
-55
Closed -$4K – 453
2017
Q4 		$4K Hold
55
– – ﹤0.01% 381
2017
Q3 		$3K Buy
+55
New +$3.51K ﹤0.01% 311

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RPG Investment Advisory's WEC Position: Q3 2020 in Review

RPG Investment Advisory sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 133 shares — an estimated $12K sold.

RPG Investment Advisory first reported a position in WEC in Q3 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • RPG Investment Advisory reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
  • RPG Investment Advisory sold 133 WEC Energy shares in Q3 2020, an estimated $12K.
  • RPG Investment Advisory first reported a position in WEC Energy in Q3 2017 and held it in 3 quarters.
  • RPG Investment Advisory's WEC Energy position peaked at $12K in Q2 2020.
  • 908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on RPG Investment Advisory's 13F filing for Q3 2020, filed 6 Nov 2020.