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Sanders Morris Harris’s WEC Energy WEC Stock Holding History

Sanders Morris Harris’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
-4,722
Closed -$428K – 221
2020
Q1 		$428K Hold
4,722
– – 0.42% 54
2019
Q4 		$428K Sell
4,722
-3,722
-44% -$339K 0.1% 174
2019
Q3 		$798K Sell
8,444
-861
-9% -$77.6K 0.19% 110
2019
Q2 		$769K Buy
+9,305
New +$746K 0.2% 109

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
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

Sanders Morris Harris's WEC Position: Q2 2020 in Review

Sanders Morris Harris sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 4,722 shares — an estimated $428K sold.

Sanders Morris Harris first reported a position in WEC in Q2 2019 and held it in 4 quarters. The position peaked at $798K in Q3 2019. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Sanders Morris Harris reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 4,722 WEC Energy shares in Q2 2020, an estimated $428K.
  • Sanders Morris Harris first reported a position in WEC Energy in Q2 2019 and held it in 4 quarters.
  • Sanders Morris Harris's WEC Energy position peaked at $798K in Q3 2019.
  • 904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.