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Wagner Wealth Management (South Carolina)’s WEC Energy WEC Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$4K Hold
63
– – ﹤0.01% 509
2018
Q2 		$4K Buy
+63
New +$3.92K ﹤0.01% 482

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WEC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its WEC Energy (WEC) position steady in Q3 2018 at 63 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Wagner Wealth Management (South Carolina) first reported a position in WEC in Q2 2018 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 63 shares of WEC Energy worth $4K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its WEC Energy share count unchanged in Q3 2018.
  • WEC Energy made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #509 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in WEC Energy in Q2 2018 and has held it in 2 quarters since.
  • 795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.