Wealthcare Capital Management’s WEC Energy WEC Stock Holding History

Wealthcare 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
2021 Q2	–	Sell	-60	Closed	-$6K	–	666
2021 Q1	$6K	Buy	+60	New	+$5.23K	﹤0.01%	363
2020 Q1	–	Sell	-34	Closed	-$3K	–	651
2019 Q4	$3K	Buy	+34	New	+$3.1K	﹤0.01%	373
2015 Q2	–	Sell	-1,284	Closed	-$64K	–	854
2015 Q1	$64K	Buy	+1,284	New	+$67.1K	0.01%	202

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Wealthcare Capital Management's WEC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 60 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in WEC in Q1 2015 and held it in 3 quarters. The position peaked at $64K in Q1 2015. 948 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

Wealthcare Capital Management reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 60 WEC Energy shares in Q2 2021, an estimated $6K.
Wealthcare Capital Management first reported a position in WEC Energy in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's WEC Energy position peaked at $64K in Q1 2015.
948 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.