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WealthBridge Capital Management’s WEC Energy WEC Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-15
Closed -$1K – 873
2019
Q1 		$1K Sell
15
-380
-96% -$28.2K ﹤0.01% 941
2018
Q4 		$27K Buy
+395
New +$27.7K 0.02% 355

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthBridge Capital Management's WEC Position: Q2 2019 in Review

WealthBridge Capital Management sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 15 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in WEC in Q4 2018 and held it in 2 quarters. The position peaked at $27K in Q4 2018. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

  • WealthBridge Capital Management reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 15 WEC Energy shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in WEC Energy in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's WEC Energy position peaked at $27K in Q4 2018.
  • 854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.