Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WTB
Washington Trust Bank’s
WEC Energy
WEC
Stock Holding History
Washington Trust Bank’s Portfolio
WEC Stock Details
WEC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-512
Closed
-$40K
–
541
2019
Q1
$40K
Sell
512
-20
-4%
-$1.48K
0.01%
365
2018
Q4
$36K
Sell
532
-19
-3%
-$1.33K
﹤0.01%
373
2018
Q3
$37K
Sell
551
-401
-42%
-$26.7K
0.01%
414
2018
Q2
$62K
Buy
952
+140
+17%
+$8.7K
0.01%
361
2018
Q1
$51K
Sell
812
-540
-40%
-$33.5K
0.01%
400
2017
Q4
$90K
Sell
1,352
-334
-20%
-$22.4K
0.01%
327
2017
Q3
$106K
Sell
1,686
-178
-10%
-$11.4K
0.02%
302
2017
Q2
$114K
Sell
1,864
-115
-6%
-$7.1K
0.02%
264
2017
Q1
$120K
Sell
1,979
-156
-7%
-$9.2K
0.03%
259
2016
Q4
$125K
Hold
2,135
–
–
0.03%
250
2016
Q3
$128K
Buy
2,135
+905
+74%
+$56.5K
0.03%
241
2016
Q2
$80K
Hold
1,230
–
–
0.02%
303
2016
Q1
$74K
Sell
1,230
-20
-2%
-$1.12K
0.02%
318
2015
Q4
$64K
Sell
1,250
-155
-11%
-$7.91K
0.01%
358
2015
Q3
$73K
Buy
+1,405
New
+$68.3K
0.02%
338
2015
Q2
–
Sell
-1,405
Closed
-$70K
–
814
2015
Q1
$70K
Sell
1,405
-385
-22%
-$20.1K
0.02%
387
2014
Q4
$94K
Hold
1,790
–
–
0.02%
354
2014
Q3
$77K
Hold
1,790
–
–
0.02%
394
2014
Q2
$84K
Sell
1,790
-460
-20%
-$21.4K
0.02%
405
2014
Q1
$105K
Buy
+2,250
New
+$97K
0.02%
351
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
MAM
Magellan Asset Management
Sydney, Australia
$7.71B AUM
11.08%
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
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close