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Stevard LLC’s WEC Energy WEC Stock Holding History

Stevard LLC’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
Q1 		– Sell
-2,942
Closed -$271K – 71
2020
Q4 		$271K Sell
2,942
-1,073
-27% -$104K 0.09% 65
2020
Q3 		$389K Buy
4,015
+205
+5% +$19.1K 0.16% 87
2020
Q2 		$334K Sell
3,810
-2,074
-35% -$187K 0.17% 84
2020
Q1 		$530K Buy
5,884
+2,942
+100% +$283K 0.34% 31
2019
Q4 		$271K Buy
+2,942
New +$268K 0.17% 59

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stevard LLC's WEC Position: Q1 2021 in Review

Stevard LLC sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 2,942 shares — an estimated $271K sold.

Stevard LLC first reported a position in WEC in Q4 2019 and held it in 5 quarters. The position peaked at $530K in Q1 2020. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Stevard LLC reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Stevard LLC sold 2,942 WEC Energy shares in Q1 2021, an estimated $271K.
  • Stevard LLC first reported a position in WEC Energy in Q4 2019 and held it in 5 quarters.
  • Stevard LLC's WEC Energy position peaked at $530K in Q1 2020.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Stevard LLC's 13F filing for Q1 2021, filed 13 Aug 2021.