WQ
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Wealth Quarterback’s WEC Energy WEC Stock Holding History

Wealth Quarterback’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
Q3 		$1K Hold
6
– – ﹤0.01% 825
2021
Q2 		$1K Buy
+6
New +$565 ﹤0.01% 835
2020
Q2 		– Sell
-6
Closed -$529 – 785
2020
Q1 		$529 Hold
6
– – ﹤0.01% 885
2019
Q4 		$553 Buy
+6
New +$547 ﹤0.01% 903

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Wealth Quarterback's WEC Position: Q3 2021 in Review

Wealth Quarterback held its WEC Energy (WEC) position steady in Q3 2021 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Wealth Quarterback first reported a position in WEC in Q4 2019 and has held it in 4 quarters since. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • Wealth Quarterback held 6 shares of WEC Energy worth $1K as of Q3 2021.
  • Wealth Quarterback left its WEC Energy share count unchanged in Q3 2021.
  • WEC Energy made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #825 holding.
  • Wealth Quarterback first reported a position in WEC Energy in Q4 2019 and has held it in 4 quarters since.
  • 928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.