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Stuart Chaussee & Associates’s WEC Energy WEC Stock Holding History

Stuart Chaussee & Associates’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
2022
Q1 		– Sell
-83
Closed -$8K – 190
2021
Q4 		$8K Buy
+83
New +$7.59K ﹤0.01% 131

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stuart Chaussee & Associates's WEC Position: Q1 2022 in Review

Stuart Chaussee & Associates sold out of WEC Energy (WEC) in Q1 2022, closing a stake of 83 shares — an estimated $8K sold.

Stuart Chaussee & Associates first reported a position in WEC in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Stuart Chaussee & Associates reported no remaining WEC Energy position as of Q1 2022 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 83 WEC Energy shares in Q1 2022, an estimated $8K.
  • Stuart Chaussee & Associates first reported a position in WEC Energy in Q4 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's WEC Energy position peaked at $8K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.