Secure Asset Management’s WEC Energy WEC Stock Holding History

Secure Asset 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 Q1	–	Sell	-2,863	Closed	-$264K	–	158
2019 Q4	$264K	Buy	+2,863	New	+$261K	0.19%	131

Other funds holding WEC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Secure Asset Management's WEC Position: Q1 2020 in Review

Secure Asset Management sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 2,863 shares — an estimated $264K sold.

Secure Asset Management first reported a position in WEC in Q4 2019 and held it in 1 quarter. The position peaked at $264K in Q4 2019. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

Secure Asset Management reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
Secure Asset Management sold 2,863 WEC Energy shares in Q1 2020, an estimated $264K.
Secure Asset Management first reported a position in WEC Energy in Q4 2019 and held it in 1 quarter.
Secure Asset Management's WEC Energy position peaked at $264K in Q4 2019.
937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Secure Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.