SevenBridge Financial Group’s WEC Energy WEC Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-630	Closed	-$53K	–	569
2019 Q2	$53K	Hold	630	–	–	0.02%	275
2019 Q1	$50K	Hold	630	–	–	0.02%	242
2018 Q4	$44K	Hold	630	–	–	0.03%	217
2018 Q3	$42K	Sell	630 -400	-39%	-$26.7K	0.02%	257
2018 Q2	$67K	Buy	1,030 +346	+51%	+$21.5K	0.04%	208
2018 Q1	$43K	Hold	684	–	–	0.02%	257
2017 Q4	$45K	Hold	684	–	–	0.02%	265
2017 Q3	$43K	Hold	684	–	–	0.02%	275
2017 Q2	$42K	Buy	684 +171	+33%	+$10.6K	0.03%	281
2017 Q1	$31K	Hold	513	–	–	0.02%	317
2016 Q4	$30K	Hold	513	–	–	0.02%	313
2016 Q3	$30K	Sell	513 -61	-11%	-$3.81K	0.02%	312
2016 Q2	$37K	Buy	+574	New	+$34.5K	0.03%	322

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

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

JP Morgan Chase

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

Bank of America

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

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

Geode Capital Management

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