Taylor Hoffman Wealth Management’s WEC Energy WEC Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-394	Closed	-$35K	–	364
2020 Q2	$35K	Buy	+394	New	+$35.5K	0.02%	216
2020 Q1	–	Sell	-394	Closed	-$36K	–	384
2019 Q4	$36K	Hold	394	–	–	0.02%	234
2019 Q3	$37K	Hold	394	–	–	0.03%	228
2019 Q2	$33K	Hold	394	–	–	0.03%	222
2019 Q1	$31K	Hold	394	–	–	0.02%	226
2018 Q4	$27K	Hold	394	–	–	0.02%	222
2018 Q3	$26K	Hold	394	–	–	0.02%	228
2018 Q2	$25K	Sell	394 -75	-16%	-$4.66K	0.02%	220
2018 Q1	$29K	Hold	469	–	–	0.03%	218
2017 Q4	$31K	Buy	+469	New	+$31.5K	0.03%	220

Other funds holding WEC

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Taylor Hoffman Wealth Management's WEC Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 394 shares — an estimated $35K sold.

Taylor Hoffman Wealth Management first reported a position in WEC in Q4 2017 and held it in 10 quarters. The position peaked at $37K in Q3 2019. 909 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 394 WEC Energy shares in Q3 2020, an estimated $35K.
Taylor Hoffman Wealth Management first reported a position in WEC Energy in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's WEC Energy position peaked at $37K in Q3 2019.
909 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.