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Swaine & Leidel Wealth Services’s WEC Energy WEC Stock Holding History

Swaine & Leidel Wealth Services’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 		$3.83M Buy
+3,831
New +$362K 2.95% 16
2021
Q1 		$3.83M Buy
+40,929
New +$3.57M 2.47% 22

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swaine & Leidel Wealth Services's WEC Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in WEC Energy (WEC) in Q1 2022: 3,831 shares worth $3.83M. The stake represents 2.95% of the portfolio and ranks #16 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in WEC as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in WEC in Q1 2021 and has held it in 2 quarters since. 1,015 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

  • Swaine & Leidel Wealth Services held 3,831 shares of WEC Energy worth $3.83M as of Q1 2022.
  • WEC Energy was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • WEC Energy made up 2.95% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #16 holding.
  • Swaine & Leidel Wealth Services first reported a position in WEC Energy in Q1 2021 and has held it in 2 quarters since.
  • 1,015 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.