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WFG Advisors’s WEC Energy WEC Stock Holding History

WFG Advisors’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
2017
Q2 		$277K Sell
4,509
-218
-5% -$13.5K 0.06% 298
2017
Q1 		$287K Sell
4,727
-741
-14% -$43.7K 0.08% 266
2016
Q4 		$321K Buy
5,468
+1,128
+26% +$64.7K 0.08% 271
2016
Q3 		$260K Sell
4,340
-82
-2% -$5.12K 0.06% 303
2016
Q2 		$289K Buy
4,422
+27
+0.6% +$1.62K 0.08% 252
2016
Q1 		$264K Buy
4,395
+1,610
+58% +$90.1K 0.08% 253
2015
Q4 		$143K Buy
2,785
+25
+0.9% +$1.28K 0.04% 381
2015
Q3 		$144K Buy
2,760
+73
+3% +$3.55K 0.05% 367
2015
Q2 		$121K Buy
2,687
+127
+5% +$6.1K 0.03% 479
2015
Q1 		$127K Buy
2,560
+42
+2% +$2.2K 0.04% 460
2014
Q4 		$133K Sell
2,518
-409
-14% -$20.1K 0.03% 556
2014
Q3 		$126K Buy
2,927
+510
+21% +$22.6K 0.02% 582
2014
Q2 		$113K Buy
2,417
+71
+3% +$3.3K 0.02% 617
2014
Q1 		$109K Buy
2,346
+187
+9% +$8.06K 0.02% 612
2013
Q4 		$89K Sell
2,159
-2
-0.1% -$83 0.01% 787
2013
Q3 		$87K Buy
2,161
+16
+0.7% +$666 0.01% 747
2013
Q2 		$88K Buy
+2,145
New +$91K 0.01% 704

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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WFG Advisors's WEC Position: Q2 2017 in Review

WFG Advisors reduced its WEC Energy (WEC) stake by 4.6% in Q2 2017, selling an estimated $13.5K and leaving 4,509 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #298.

WFG Advisors first reported a position in WEC in Q2 2013 and has held it in 17 quarters since. The position peaked at $321K in Q4 2016. 710 funds tracked by Wall St. Rank hold WEC as of Q2 2017.

  • WFG Advisors held 4,509 shares of WEC Energy worth $277K as of Q2 2017.
  • WFG Advisors sold 218 WEC Energy shares in Q2 2017, an estimated $13.5K.
  • WEC Energy made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #298 holding.
  • WFG Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's WEC Energy position peaked at $321K in Q4 2016.
  • 710 funds tracked by Wall St. Rank held WEC Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.