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Selective Wealth Management’s WEC Energy WEC Stock Holding History

Selective Wealth 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
2022
Q1 		– Sell
-500
Closed -$49K – 803
2021
Q4 		$49K Hold
500
– – 0.02% 274
2021
Q3 		$44K Sell
500
-31
-6% -$2.91K 0.02% 270
2021
Q2 		$47K Buy
531
+500
+1,613% +$47.1K 0.04% 197
2021
Q1 		$3K Hold
31
– – ﹤0.01% 349
2020
Q4 		$3K Hold
31
– – ﹤0.01% 328
2020
Q3 		$3K Buy
+31
New +$2.89K ﹤0.01% 276

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Selective Wealth Management's WEC Position: Q1 2022 in Review

Selective Wealth Management sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 500 shares — an estimated $49K sold.

Selective Wealth Management first reported a position in WEC in Q3 2020 and held it in 6 quarters. The position peaked at $49K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Selective Wealth Management reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 500 WEC Energy shares in Q1 2022, an estimated $49K.
  • Selective Wealth Management first reported a position in WEC Energy in Q3 2020 and held it in 6 quarters.
  • Selective Wealth Management's WEC Energy position peaked at $49K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.