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Tower View Wealth Management’s WEC Energy WEC Stock Holding History

Tower View 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
2022
Q2 		– Sell
-5,704
Closed -$569K – 201
2022
Q1 		$569K Buy
5,704
+71
+1% +$6.71K 0.31% 59
2021
Q4 		$547K Buy
5,633
+26
+0.5% +$2.38K 0.28% 60
2021
Q3 		$495K Buy
5,607
+180
+3% +$16.9K 0.27% 60
2021
Q2 		$483K Sell
5,427
-209
-4% -$19.7K 0.24% 66
2021
Q1 		$527K Sell
5,636
-157
-3% -$13.7K 0.29% 68
2020
Q4 		$533K Buy
5,793
+290
+5% +$28.2K 0.3% 66
2020
Q3 		$533K Buy
5,503
+104
+2% +$9.69K 0.35% 63
2020
Q2 		$473K Buy
5,399
+503
+10% +$45.4K 0.35% 56
2020
Q1 		$431K Buy
4,896
+405
+9% +$39K 0.39% 54
2019
Q4 		$414K Buy
4,491
+51
+1% +$4.65K 0.31% 58
2019
Q3 		$422K Buy
4,440
+417
+10% +$37.6K 0.35% 56
2019
Q2 		$335K Buy
4,023
+80
+2% +$6.42K 0.29% 55
2019
Q1 		$312K Buy
3,943
+221
+6% +$16.4K 0.28% 53
2018
Q4 		$258K Sell
3,722
-4,226
-53% -$297K 0.27% 54
2018
Q3 		$531K Sell
7,948
-19
-0.2% -$1.27K 0.46% 56
2018
Q2 		$515K Sell
7,967
-102
-1% -$6.34K 0.49% 55
2018
Q1 		$506K Buy
8,069
+75
+0.9% +$4.65K 0.51% 55
2017
Q4 		$531K Buy
+7,994
New +$536K 0.49% 59

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tower View Wealth Management's WEC Position: Q2 2022 in Review

Tower View Wealth Management sold out of WEC Energy (WEC) in Q2 2022, closing a stake of 5,704 shares — an estimated $569K sold.

Tower View Wealth Management first reported a position in WEC in Q4 2017 and held it in 18 quarters. The position peaked at $569K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

  • Tower View Wealth Management reported no remaining WEC Energy position as of Q2 2022 after selling out during the quarter.
  • Tower View Wealth Management sold 5,704 WEC Energy shares in Q2 2022, an estimated $569K.
  • Tower View Wealth Management first reported a position in WEC Energy in Q4 2017 and held it in 18 quarters.
  • Tower View Wealth Management's WEC Energy position peaked at $569K in Q1 2022.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.