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Sound Financial Strategies Group’s WEC Energy WEC Stock Holding History

Sound Financial Strategies 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
2021
Q2 		– Sell
-5,879
Closed -$550K – 111
2021
Q1 		$550K Sell
5,879
-58
-1% -$5.06K 0.28% 67
2020
Q4 		$546K Buy
+5,937
New +$578K 0.3% 66

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Sound Financial Strategies Group's WEC Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 5,879 shares — an estimated $550K sold.

Sound Financial Strategies Group first reported a position in WEC in Q4 2020 and held it in 2 quarters. The position peaked at $550K in Q1 2021. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 5,879 WEC Energy shares in Q2 2021, an estimated $550K.
  • Sound Financial Strategies Group first reported a position in WEC Energy in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's WEC Energy position peaked at $550K in Q1 2021.
  • 948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.