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Shilanski & Associates’s WEC Energy WEC Stock Holding History

Shilanski & Associates’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
Q4 		– Sell
-8,243
Closed -$799K – 105
2020
Q3 		$799K Buy
8,243
+93
+1% +$8.66K 0.54% 55
2020
Q2 		$714K Buy
8,150
+125
+2% +$11.3K 0.52% 54
2020
Q1 		$707K Buy
8,025
+243
+3% +$23.4K 0.71% 46
2019
Q4 		$718K Buy
+7,782
New +$710K 0.55% 55

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shilanski & Associates's WEC Position: Q4 2020 in Review

Shilanski & Associates sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 8,243 shares — an estimated $799K sold.

Shilanski & Associates first reported a position in WEC in Q4 2019 and held it in 4 quarters. The position peaked at $799K in Q3 2020. 963 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Shilanski & Associates reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Shilanski & Associates sold 8,243 WEC Energy shares in Q4 2020, an estimated $799K.
  • Shilanski & Associates first reported a position in WEC Energy in Q4 2019 and held it in 4 quarters.
  • Shilanski & Associates's WEC Energy position peaked at $799K in Q3 2020.
  • 963 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Shilanski & Associates's 13F filing for Q4 2020, filed 3 Feb 2021.