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Sun Life Financial’s WEC Energy WEC Stock Holding History

Sun Life Financial’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
-189
Closed -$18K – 479
2021
Q1 		$18K Buy
189
+2
+1% +$174 ﹤0.01% 292
2020
Q4 		$17K Sell
187
-3
-2% -$292 ﹤0.01% 287
2020
Q3 		$18K Buy
190
+2
+1% +$186 ﹤0.01% 256
2020
Q2 		$16K Sell
188
-4
-2% -$361 ﹤0.01% 240
2020
Q1 		$17K Buy
192
+6
+3% +$577 ﹤0.01% 208
2019
Q4 		$17K Sell
186
-70
-27% -$6.38K ﹤0.01% 234
2019
Q3 		$24K Buy
256
+1
+0.4% +$90 0.01% 375
2019
Q2 		$21K Sell
255
-284
-53% -$22.8K 0.01% 384
2019
Q1 		$43K Sell
539
-332
-38% -$24.6K 0.01% 370
2018
Q4 		$60K Buy
871
+5
+0.6% +$351 0.01% 361
2018
Q3 		$58K Buy
866
+11
+1% +$733 0.01% 409
2018
Q2 		$55K Buy
855
+765
+850% +$47.5K 0.01% 414
2018
Q1 		$1.44K Sell
90
-600
-87% -$37.2K 0.01% 259
2017
Q4 		$46K Sell
690
-1,636
-70% -$110K ﹤0.01% 285
2017
Q3 		$146K Buy
2,326
+15
+0.6% +$957 0.01% 282
2017
Q2 		$142K Buy
2,311
+2,301
+23,010% +$142K 0.02% 276
2017
Q1 		$170 Buy
+10
New +$589 ﹤0.01% 299

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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Sun Life Financial's WEC Position: Q2 2021 in Review

Sun Life Financial sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 189 shares — an estimated $18K sold.

Sun Life Financial first reported a position in WEC in Q1 2017 and held it in 17 quarters. The position peaked at $146K in Q3 2017. 950 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

  • Sun Life Financial reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 189 WEC Energy shares in Q2 2021, an estimated $18K.
  • Sun Life Financial first reported a position in WEC Energy in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's WEC Energy position peaked at $146K in Q3 2017.
  • 950 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.