SVA Wealth Management’s WEC Energy WEC Stock Holding History

SVA Wealth Management’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
2020 Q4	$464K	Buy	5,038 +516	+11%	+$50.2K	0.04%	173
2020 Q3	$438K	Hold	4,522	–	–	0.04%	162
2020 Q2	$396K	Sell	4,522 -199	-4%	-$18K	0.04%	155
2020 Q1	$416K	Buy	4,721 +976	+26%	+$93.9K	0.05%	155
2019 Q4	$345K	Sell	3,745 -1,866	-33%	-$170K	0.03%	171
2019 Q3	$534K	Buy	5,611 +186	+3%	+$16.8K	0.05%	146
2019 Q2	$452K	Sell	5,425 -176	-3%	-$14.1K	0.04%	158
2019 Q1	$443K	Buy	5,601 +72	+1%	+$5.34K	0.04%	159
2018 Q4	$383K	Sell	5,529 -284	-5%	-$19.9K	0.04%	163
2018 Q3	$388K	Sell	5,813 -1,374	-19%	-$91.6K	0.04%	167
2018 Q2	$465K	Sell	7,187 -207	-3%	-$12.9K	0.05%	157
2018 Q1	$464K	Sell	7,394 -1,106	-13%	-$68.6K	0.06%	147
2017 Q4	$565K	Buy	8,500 +1,106	+15%	+$74.2K	0.07%	142
2017 Q3	$464K	Buy	7,394 +2,933	+66%	+$187K	0.06%	147
2017 Q2	$274K	Buy	4,461 +761	+21%	+$47K	0.04%	177
2017 Q1	$224K	Buy	+3,700	New	+$218K	0.03%	182
2015 Q4	–	Sell	-4,173	Closed	-$218K	–	217
2015 Q3	$218K	Buy	+4,173	New	+$203K	0.04%	193

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVA Wealth Management's WEC Position: Q4 2020 in Review

SVA Wealth Management increased its WEC Energy (WEC) stake by 11% in Q4 2020, buying an estimated $50.2K and bringing the position to 5,038 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #173.

SVA Wealth Management first reported a position in WEC in Q3 2015 and has held it in 17 quarters since. The position peaked at $565K in Q4 2017. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

SVA Wealth Management held 5,038 shares of WEC Energy worth $464K as of Q4 2020.
SVA Wealth Management bought 516 WEC Energy shares in Q4 2020, an estimated $50.2K.
WEC Energy made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #173 holding.
SVA Wealth Management first reported a position in WEC Energy in Q3 2015 and has held it in 17 quarters since.
SVA Wealth Management's WEC Energy position peaked at $565K in Q4 2017.
962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.