WCG
WEC icon

Weaver Consulting Group’s WEC Energy WEC Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-57
Closed -$6K – 901
2020
Q3 		$6K Hold
57
– – ﹤0.01% 671
2020
Q2 		$5K Hold
57
– – ﹤0.01% 675
2020
Q1 		$5K Sell
57
-242
-81% -$23.3K ﹤0.01% 576
2019
Q4 		$28K Hold
299
– – 0.02% 318
2019
Q3 		$26K Hold
299
– – 0.01% 314
2019
Q2 		$25K Hold
299
– – 0.01% 315
2019
Q1 		$25K Buy
+299
New +$22.2K 0.01% 673

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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Weaver Consulting Group's WEC Position: Q4 2020 in Review

Weaver Consulting Group sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 57 shares — an estimated $6K sold.

Weaver Consulting Group first reported a position in WEC in Q1 2019 and held it in 7 quarters. The position peaked at $28K in Q4 2019. 964 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Weaver Consulting Group reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 57 WEC Energy shares in Q4 2020, an estimated $6K.
  • Weaver Consulting Group first reported a position in WEC Energy in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's WEC Energy position peaked at $28K in Q4 2019.
  • 964 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.