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Safeguard Investment Advisory Group’s WEC Energy WEC Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-41
Closed -$3K – 720
2020
Q4 		$3K Buy
+41
New +$3.99K ﹤0.01% 607

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

Safeguard Investment Advisory Group's WEC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 41 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in WEC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 41 WEC Energy shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in WEC Energy in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WEC Energy position peaked at $3K in Q4 2020.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.