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ShoreHaven Wealth Partners’s WEC Energy WEC Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-91
Closed -$9K – 255
2021
Q1 		$9K Hold
91
– – ﹤0.01% 203
2020
Q4 		$8K Buy
+91
New +$8.85K ﹤0.01% 184

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MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

ShoreHaven Wealth Partners's WEC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 91 shares — an estimated $9K sold.

ShoreHaven Wealth Partners first reported a position in WEC in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 950 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 91 WEC Energy shares in Q2 2021, an estimated $9K.
  • ShoreHaven Wealth Partners first reported a position in WEC Energy in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's WEC Energy position peaked at $9K in Q1 2021.
  • 950 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.