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Summit Financial Wealth Advisors’s WEC Energy WEC Stock Holding History

Summit Financial Wealth 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
Q2 		– Sell
-2,461
Closed -$226K – 132
2021
Q1 		$226K Sell
2,461
-114
-4% -$9.94K 0.06% 103
2020
Q4 		$250K Sell
2,575
-110
-4% -$10.7K 0.07% 90
2020
Q3 		$277K Sell
2,685
-114
-4% -$10.6K 0.07% 95
2020
Q2 		$248K Hold
2,799
– – 0.07% 105
2020
Q1 		$255K Sell
2,799
-231
-8% -$22.2K 0.08% 101
2019
Q4 		$298K Sell
3,030
-291
-9% -$26.5K 0.07% 112
2019
Q3 		$312K Hold
3,321
– – 0.08% 117
2019
Q2 		$277K Hold
3,321
– – 0.07% 126
2019
Q1 		$259K Sell
3,321
-90
-3% -$6.68K 0.07% 114
2018
Q4 		$236K Sell
3,411
-119
-3% -$8.36K 0.08% 112
2018
Q3 		$239K Sell
3,530
-3,674
-51% -$245K 0.07% 124
2018
Q2 		$452K Hold
7,204
– – 0.15% 87
2018
Q1 		$452K Sell
7,204
-344
-5% -$21.3K 0.15% 87
2017
Q4 		$501K Sell
7,548
-5,489
-42% -$368K 0.17% 85
2017
Q3 		$818K Sell
13,037
-1,699
-12% -$108K 0.3% 70
2017
Q2 		$904K Sell
14,736
-713
-5% -$44K 0.36% 68
2017
Q1 		$937K Sell
15,449
-448
-3% -$26.4K 0.41% 60
2016
Q4 		$932K Sell
15,897
-4,894
-24% -$281K 0.41% 63
2016
Q3 		$1.25M Buy
20,791
+2,034
+11% +$127K 0.54% 50
2016
Q2 		$1.23M Sell
18,757
-594
-3% -$35.7K 0.51% 47
2016
Q1 		$1.16M Buy
19,351
+223
+1% +$12.5K 0.51% 49
2015
Q4 		$981K Buy
+19,128
New +$976K 0.45% 55

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

Summit Financial Wealth Advisors's WEC Position: Q2 2021 in Review

Summit Financial Wealth Advisors sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 2,461 shares — an estimated $226K sold.

Summit Financial Wealth Advisors first reported a position in WEC in Q4 2015 and held it in 22 quarters. The position peaked at $1.25M in Q3 2016. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Summit Financial Wealth Advisors reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,461 WEC Energy shares in Q2 2021, an estimated $226K.
  • Summit Financial Wealth Advisors first reported a position in WEC Energy in Q4 2015 and held it in 22 quarters.
  • Summit Financial Wealth Advisors's WEC Energy position peaked at $1.25M in Q3 2016.
  • 948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.