SQA
WEC icon

Simon Quick Advisors’s WEC Energy WEC Stock Holding History

Simon Quick Advisors’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
Q4 		– Sell
-10
Closed – – 422
2021
Q3 		$0 Sell
10
-2
-17% -$188 ﹤0.01% 450
2021
Q2 		$1K Sell
12
-588
-98% -$55.4K ﹤0.01% 436
2021
Q1 		$56K Buy
+600
New +$52.3K 0.02% 233
2020
Q1 		– Sell
-356
Closed -$33K – 717
2019
Q4 		$33K Buy
356
+54
+18% +$4.92K 0.01% 275
2019
Q3 		$29K Sell
302
-83
-22% -$7.48K 0.01% 220
2019
Q2 		$32.1K Buy
385
+85
+28% +$6.82K 0.02% 142
2019
Q1 		$24K Buy
+300
New +$22.3K 0.01% 292
2018
Q3 		– Sell
-109
Closed -$7K – 344
2018
Q2 		$7K Sell
109
-59
-35% -$3.67K ﹤0.01% 281
2018
Q1 		$11K Sell
168
-457
-73% -$28.4K ﹤0.01% 237
2017
Q4 		$40K Buy
+625
New +$41.9K 0.02% 247

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simon Quick Advisors's WEC Position: Q4 2021 in Review

Simon Quick Advisors sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 10 shares.

Simon Quick Advisors first reported a position in WEC in Q4 2017 and held it in 10 quarters. The position peaked at $56K in Q1 2021. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Simon Quick Advisors reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 10 WEC Energy shares in Q4 2021.
  • Simon Quick Advisors first reported a position in WEC Energy in Q4 2017 and held it in 10 quarters.
  • Simon Quick Advisors's WEC Energy position peaked at $56K in Q1 2021.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.