Texas Yale Capital Corp’s WEC Energy WEC Stock Holding History

Texas Yale Capital Corp’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
2018 Q2	–	Sell	-4,371	Closed	-$274K	–	448
2018 Q1	$274K	Sell	4,371 -135	-3%	-$8.38K	0.02%	399
2017 Q4	$299K	Hold	4,506	–	–	0.03%	397
2017 Q3	$283K	Hold	4,506	–	–	0.02%	400
2017 Q2	$277K	Hold	4,506	–	–	0.02%	395
2017 Q1	$273K	Hold	4,506	–	–	0.02%	395
2016 Q4	$264K	Hold	4,506	–	–	0.02%	388
2016 Q3	$270K	Hold	4,506	–	–	0.03%	393
2016 Q2	$294K	Hold	4,506	–	–	0.03%	386
2016 Q1	$271K	Hold	4,506	–	–	0.03%	383
2015 Q4	$231K	Hold	4,506	–	–	0.02%	409
2015 Q3	$235K	Hold	4,506	–	–	0.02%	423
2015 Q2	$203K	Buy	+4,506	New	+$216K	0.02%	458

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

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Texas Yale Capital Corp's WEC Position: Q2 2018 in Review

Texas Yale Capital Corp sold out of WEC Energy (WEC) in Q2 2018, closing a stake of 4,371 shares — an estimated $274K sold.

Texas Yale Capital Corp first reported a position in WEC in Q2 2015 and held it in 12 quarters. The position peaked at $299K in Q4 2017. 802 funds tracked by Wall St. Rank hold WEC as of Q2 2018.

Texas Yale Capital Corp reported no remaining WEC Energy position as of Q2 2018 after selling out during the quarter.
Texas Yale Capital Corp sold 4,371 WEC Energy shares in Q2 2018, an estimated $274K.
Texas Yale Capital Corp first reported a position in WEC Energy in Q2 2015 and held it in 12 quarters.
Texas Yale Capital Corp's WEC Energy position peaked at $299K in Q4 2017.
802 funds tracked by Wall St. Rank held WEC Energy as of Q2 2018.

Based on Texas Yale Capital Corp's 13F filing for Q2 2018, filed 7 Aug 2018.