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Wealthspire Advisors (Maryland)’s WEC Energy WEC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.31M Sell
13,481
-1,950
-13% -$182K 0.05% 162
2020
Q2 		$1.35M Sell
15,431
-145
-0.9% -$13.1K 0.1% 128
2020
Q1 		$1.37M Sell
15,576
-145
-0.9% -$13.9K 0.12% 111
2019
Q4 		$1.45M Buy
15,721
+52
+0.3% +$4.74K 0.1% 127
2019
Q3 		$1.49M Buy
15,669
+485
+3% +$43.7K 0.11% 109
2019
Q2 		$1.27M Sell
15,184
-134
-0.9% -$10.7K 0.09% 113
2019
Q1 		$1.21M Buy
15,318
+83
+0.5% +$6.16K 0.09% 118
2018
Q4 		$1.05M Sell
15,235
-429
-3% -$30.1K 0.09% 116
2018
Q3 		$1.05M Sell
15,664
-601
-4% -$40.1K 0.09% 132
2018
Q2 		$1.05M Buy
16,265
+1,670
+11% +$104K 0.1% 125
2018
Q1 		$915K Sell
14,595
-569
-4% -$35.3K 0.09% 139
2017
Q4 		$1.01M Sell
15,164
-529
-3% -$35.5K 0.1% 137
2017
Q3 		$985K Buy
15,693
+268
+2% +$17.1K 0.11% 134
2017
Q2 		$947K Buy
15,425
+1,729
+13% +$107K 0.11% 123
2017
Q1 		$830K Buy
13,696
+1,164
+9% +$68.6K 0.12% 113
2016
Q4 		$735K Buy
12,532
+72
+0.6% +$4.13K 0.11% 125
2016
Q3 		$746K Buy
12,460
+12
+0.1% +$749 0.12% 124
2016
Q2 		$813K Sell
12,448
-380
-3% -$22.9K 0.14% 113
2016
Q1 		$771K Buy
12,828
+1
+0% +$56 0.14% 109
2015
Q4 		$658K Buy
+12,827
New +$655K 0.12% 119

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

Wealthspire Advisors (Maryland)'s WEC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its WEC Energy (WEC) stake by 13% in Q3 2020, selling an estimated $182K and leaving 13,481 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #162.

Wealthspire Advisors (Maryland) first reported a position in WEC in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.49M in Q3 2019. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 13,481 shares of WEC Energy worth $1.31M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,950 WEC Energy shares in Q3 2020, an estimated $182K.
  • WEC Energy made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #162 holding.
  • Wealthspire Advisors (Maryland) first reported a position in WEC Energy in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s WEC Energy position peaked at $1.49M in Q3 2019.
  • 908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.