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Alta Advisers’s WEC Energy WEC Stock Holding History

Alta Advisers’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
Q4 		– Sell
-1,000
Closed -$96.2K – 404
2024
Q3 		$96.2K Hold
1,000
– – 0.04% 308
2024
Q2 		$78.5K Hold
1,000
– – 0.04% 309
2024
Q1 		$82.1K Hold
1,000
– – 0.04% 308
2023
Q4 		$84.2K Hold
1,000
– – 0.05% 299
2023
Q3 		$80.5K Hold
1,000
– – 0.05% 284
2023
Q2 		$88.2K Hold
1,000
– – 0.05% 286
2023
Q1 		$94.8K Hold
1,000
– – 0.06% 251
2022
Q4 		$94K Hold
1,000
– – 0.06% 242
2022
Q3 		$89K Buy
+1,000
New +$102K 0.06% 227

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Alta Advisers's WEC Position: Q4 2024 in Review

Alta Advisers sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 1,000 shares — an estimated $96.2K sold.

Alta Advisers first reported a position in WEC in Q3 2022 and held it in 9 quarters. The position peaked at $96.2K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Alta Advisers reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 1,000 WEC Energy shares in Q4 2024, an estimated $96.2K.
  • Alta Advisers first reported a position in WEC Energy in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's WEC Energy position peaked at $96.2K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.