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Ables Iannone Moore & Associates’s WEC Energy WEC Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-38
Closed -$3.2K – 290
2023
Q4 		$3.2K Buy
+38
New +$3.13K ﹤0.01% 221

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ables Iannone Moore & Associates's WEC Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 38 shares — an estimated $3.2K sold.

Ables Iannone Moore & Associates first reported a position in WEC in Q4 2023 and held it in 1 quarter. The position peaked at $3.2K in Q4 2023. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 38 WEC Energy shares in Q1 2024, an estimated $3.2K.
  • Ables Iannone Moore & Associates first reported a position in WEC Energy in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's WEC Energy position peaked at $3.2K in Q4 2023.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.