Seven Springs Wealth Group’s WEC Energy WEC Stock Holding History

Seven Springs Wealth 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
2020 Q1	–	Sell	-5	Closed	–	–	206
2019 Q4	$0	Buy	+5	New	+$456	﹤0.01%	195

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

Seven Springs Wealth Group's WEC Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of WEC Energy (WEC) in Q1 2020, closing a stake of 5 shares.

Seven Springs Wealth Group first reported a position in WEC in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

Seven Springs Wealth Group reported no remaining WEC Energy position as of Q1 2020 after selling out during the quarter.
Seven Springs Wealth Group sold 5 WEC Energy shares in Q1 2020.
Seven Springs Wealth Group first reported a position in WEC Energy in Q4 2019 and held it in 1 quarter.
Seven Springs Wealth Group's WEC Energy position peaked at $0 in Q4 2019.
937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.