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Voit & Company’s WEC Energy WEC Stock Holding History

Voit & Company’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 		$5.41M Buy
55,788
+4,774
+9% +$445K 5.22% 3
2020
Q2 		$4.47M Sell
51,014
-984
-2% -$88.8K 4.76% 6
2020
Q1 		$4.58M Buy
51,998
+932
+2% +$89.6K 4.73% 3
2019
Q4 		$4.71M Sell
51,066
-1,461
-3% -$133K 4.2% 5
2019
Q3 		$5M Sell
52,527
-36
-0.1% -$3.24K 4.95% 2
2019
Q2 		$4.38M Buy
52,563
+4,118
+9% +$330K 4.19% 3
2019
Q1 		$3.83M Buy
48,445
+167
+0.3% +$12.4K 4.04% 6
2018
Q4 		$3.34M Buy
+48,278
New +$3.39M 4.21% 5

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Voit & Company's WEC Position: Q3 2020 in Review

Voit & Company increased its WEC Energy (WEC) stake by 9.4% in Q3 2020, buying an estimated $445K and bringing the position to 55,788 shares worth $5.41M. The position accounts for 5.22% of the portfolio, ranked #3.

Voit & Company first reported a position in WEC in Q4 2018 and has held it in 8 quarters since. 909 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Voit & Company held 55,788 shares of WEC Energy worth $5.41M as of Q3 2020.
  • Voit & Company bought 4,774 WEC Energy shares in Q3 2020, an estimated $445K.
  • WEC Energy made up 5.22% of Voit & Company's portfolio in Q3 2020, its #3 holding.
  • Voit & Company first reported a position in WEC Energy in Q4 2018 and has held it in 8 quarters since.
  • 909 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.