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Woodard & Company Asset Management Group’s WEC Energy WEC Stock Holding History

Woodard & Company Asset Management 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
2018
Q4 		– Sell
-57
Closed -$4K – 231
2018
Q3 		$4K Buy
+57
New +$3.8K ﹤0.01% 218

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodard & Company Asset Management Group's WEC Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 57 shares — an estimated $4K sold.

Woodard & Company Asset Management Group first reported a position in WEC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 848 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 57 WEC Energy shares in Q4 2018, an estimated $4K.
  • Woodard & Company Asset Management Group first reported a position in WEC Energy in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's WEC Energy position peaked at $4K in Q3 2018.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.