TI
WEC icon

tru Independence’s WEC Energy WEC Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-308
Closed -$28 – 711
2020
Q4 		$28 Buy
308
+249
+422% +$24.2K ﹤0.01% 520
2020
Q3 		$6K Sell
59
-363
-86% -$33.8K ﹤0.01% 297
2020
Q2 		$37 Hold
422
– – 0.01% 418
2020
Q1 		$37 Hold
422
– – 0.01% 326
2019
Q4 		$37K Buy
+422
New +$38.5K 0.01% 408

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's WEC Position: Q1 2021 in Review

tru Independence sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 308 shares — an estimated $28 sold.

tru Independence first reported a position in WEC in Q4 2019 and held it in 5 quarters. The position peaked at $37K in Q4 2019. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • tru Independence reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 308 WEC Energy shares in Q1 2021, an estimated $28.
  • tru Independence first reported a position in WEC Energy in Q4 2019 and held it in 5 quarters.
  • tru Independence's WEC Energy position peaked at $37K in Q4 2019.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.