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WealthOne’s WEC Energy WEC Stock Holding History

WealthOne’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
Q1 		– Sell
-87
Closed -$6K – 549
2018
Q4 		$6K Buy
+87
New +$6.11K 0.01% 445

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthOne's WEC Position: Q1 2019 in Review

WealthOne sold out of WEC Energy (WEC) in Q1 2019, closing a stake of 87 shares — an estimated $6K sold.

WealthOne first reported a position in WEC in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 863 funds tracked by Wall St. Rank hold WEC as of Q1 2019.

  • WealthOne reported no remaining WEC Energy position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 87 WEC Energy shares in Q1 2019, an estimated $6K.
  • WealthOne first reported a position in WEC Energy in Q4 2018 and held it in 1 quarter.
  • WealthOne's WEC Energy position peaked at $6K in Q4 2018.
  • 863 funds tracked by Wall St. Rank held WEC Energy as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.