Shine Investment Advisory Services’s WEC Energy WEC Stock Holding History

Shine Investment Advisory Services’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 Q3	$57K	Hold	585	–	–	0.02%	271
2020 Q2	$51K	Hold	585	–	–	0.02%	289
2020 Q1	$52K	Hold	585	–	–	0.02%	260
2019 Q4	$54K	Hold	585	–	–	0.02%	304
2019 Q3	$56K	Hold	585	–	–	0.03%	281
2019 Q2	$49K	Buy	585 +163	+39%	+$13.1K	0.02%	306
2019 Q1	$33K	Hold	422	–	–	0.02%	386
2018 Q4	$29K	Hold	422	–	–	0.01%	381
2018 Q3	$28K	Hold	422	–	–	0.01%	405
2018 Q2	$27K	Hold	422	–	–	0.01%	410
2018 Q1	$26K	Buy	422 +174	+70%	+$10.8K	0.01%	423
2017 Q4	$16K	Hold	248	–	–	0.01%	486
2017 Q3	$16K	Hold	248	–	–	0.01%	485
2017 Q2	$15K	Buy	+248	New	+$15.3K	0.01%	476

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

MAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Shine Investment Advisory Services's WEC Position: Q3 2020 in Review

Shine Investment Advisory Services held its WEC Energy (WEC) position steady in Q3 2020 at 585 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #271.

Shine Investment Advisory Services first reported a position in WEC in Q2 2017 and has held it in 14 quarters since. 909 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

Shine Investment Advisory Services held 585 shares of WEC Energy worth $57K as of Q3 2020.
Shine Investment Advisory Services left its WEC Energy share count unchanged in Q3 2020.
WEC Energy made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #271 holding.
Shine Investment Advisory Services first reported a position in WEC Energy in Q2 2017 and has held it in 14 quarters since.
909 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.