WEC
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Winslow Evans & Crocker’s WEC Energy WEC Stock Holding History

Winslow Evans & Crocker’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 		$309K Hold
3,358
– – 0.06% 266
2020
Q3 		$325K Hold
3,358
– – 0.08% 220
2020
Q2 		$294K Hold
3,358
– – 0.08% 232
2020
Q1 		$296K Hold
3,358
– – 0.1% 193
2019
Q4 		$310K Hold
3,358
– – 0.08% 235
2019
Q3 		$320K Hold
3,358
– – 0.09% 229
2019
Q2 		$280K Sell
3,358
-40
-1% -$3.21K 0.08% 248
2019
Q1 		$270K Buy
3,398
+40
+1% +$2.97K 0.08% 255
2018
Q4 		$234K Hold
3,358
– – 0.08% 241
2018
Q3 		$226K Hold
3,358
– – 0.07% 247
2018
Q2 		$218K Hold
3,358
– – 0.07% 241
2018
Q1 		$211K Hold
3,358
– – 0.07% 241
2017
Q4 		$223K Hold
3,358
– – 0.07% 243
2017
Q3 		$211K Hold
3,358
– – 0.07% 242
2017
Q2 		$206K Hold
3,358
– – 0.06% 312
2017
Q1 		$204K Hold
3,358
– – 0.06% 293
2016
Q4 		$197K Hold
3,358
– – 0.06% 293
2016
Q3 		$201K Hold
3,358
– – 0.06% 300
2016
Q2 		$219K Hold
3,358
– – 0.07% 264
2016
Q1 		$202K Hold
3,358
– – 0.06% 270
2015
Q4 		$172K Hold
3,358
– – 0.05% 315
2015
Q3 		$175K Hold
3,358
– – 0.06% 297
2015
Q2 		$151K Hold
3,358
– – 0.04% 358
2015
Q1 		$166K Sell
3,358
-126
-4% -$6.59K 0.05% 333
2014
Q4 		$184K Hold
3,484
– – 0.05% 300
2014
Q3 		$150K Buy
3,484
+601
+21% +$26.7K 0.04% 346
2014
Q2 		$135K Sell
2,883
-275
-9% -$12.8K 0.04% 318
2014
Q1 		$147K Hold
3,158
– – 0.05% 298
2013
Q4 		$131K Buy
+3,158
New +$131K 0.04% 330

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Winslow Evans & Crocker's WEC Position: Q4 2020 in Review

Winslow Evans & Crocker held its WEC Energy (WEC) position steady in Q4 2020 at 3,358 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #266.

Winslow Evans & Crocker first reported a position in WEC in Q4 2013 and has held it in 29 quarters since. The position peaked at $325K in Q3 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Winslow Evans & Crocker held 3,358 shares of WEC Energy worth $309K as of Q4 2020.
  • Winslow Evans & Crocker left its WEC Energy share count unchanged in Q4 2020.
  • WEC Energy made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #266 holding.
  • Winslow Evans & Crocker first reported a position in WEC Energy in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's WEC Energy position peaked at $325K in Q3 2020.
  • 962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.