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Wealthfront’s WEC Energy WEC Stock Holding History

Wealthfront’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 		$1.33M Sell
19,906
-459
-2% -$30.6K 0.01% 199
2018
Q2 		$1.32M Sell
20,365
-10,240
-33% -$636K 0.01% 192
2018
Q1 		$1.92M Buy
30,605
+16,297
+114% +$1.01M 0.02% 141
2017
Q4 		$950K Buy
14,308
+2,607
+22% +$175K 0.01% 233
2017
Q3 		$735K Buy
11,701
+542
+5% +$34.6K 0.01% 249
2017
Q2 		$685K Buy
11,159
+2,229
+25% +$138K 0.01% 210
2017
Q1 		$541K Buy
8,930
+1,133
+15% +$66.8K 0.01% 216
2016
Q4 		$457K Buy
7,797
+425
+6% +$24.4K 0.01% 213
2016
Q3 		$441K Buy
7,372
+864
+13% +$53.9K 0.01% 202
2016
Q2 		$425K Buy
6,508
+176
+3% +$10.6K 0.01% 193
2016
Q1 		$380K Buy
6,332
+1,166
+23% +$65.3K 0.01% 198
2015
Q4 		$265K Sell
5,166
-325
-6% -$16.6K 0.01% 244
2015
Q3 		$287K Buy
5,491
+2,245
+69% +$109K 0.01% 206
2015
Q2 		$147K Buy
3,246
+1,744
+116% +$83.7K 0.01% 325
2015
Q1 		$74K Buy
1,502
+427
+40% +$22.3K ﹤0.01% 440
2014
Q4 		$57K Buy
1,075
+188
+21% +$9.22K ﹤0.01% 462
2014
Q3 		$38K Buy
887
+275
+45% +$12.2K ﹤0.01% 458
2014
Q2 		$27K Buy
612
+156
+34% +$7.25K ﹤0.01% 467
2014
Q1 		$21K Buy
+456
New +$19.6K ﹤0.01% 427

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

Wealthfront's WEC Position: Q3 2018 in Review

Wealthfront reduced its WEC Energy (WEC) stake by 2.3% in Q3 2018, selling an estimated $30.6K and leaving 19,906 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #199.

Wealthfront first reported a position in WEC in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2018. 796 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

  • Wealthfront held 19,906 shares of WEC Energy worth $1.33M as of Q3 2018.
  • Wealthfront sold 459 WEC Energy shares in Q3 2018, an estimated $30.6K.
  • WEC Energy made up 0.01% of Wealthfront's portfolio in Q3 2018, its #199 holding.
  • Wealthfront first reported a position in WEC Energy in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's WEC Energy position peaked at $1.92M in Q1 2018.
  • 796 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.