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Annapolis Financial Services’s WEC Energy WEC Stock Holding History

Annapolis Financial Services’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
Q3 		$13.9K Hold
145
– – ﹤0.01% 257
2024
Q2 		$11.4K Hold
145
– – ﹤0.01% 268
2024
Q1 		$11.9K Hold
145
– – ﹤0.01% 264
2023
Q4 		$12.2K Hold
145
– – ﹤0.01% 329
2023
Q3 		$11.7K Buy
+145
New +$12.6K ﹤0.01% 328

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Annapolis Financial Services's WEC Position: Q3 2024 in Review

Annapolis Financial Services held its WEC Energy (WEC) position steady in Q3 2024 at 145 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Annapolis Financial Services first reported a position in WEC in Q3 2023 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Annapolis Financial Services held 145 shares of WEC Energy worth $13.9K as of Q3 2024.
  • Annapolis Financial Services left its WEC Energy share count unchanged in Q3 2024.
  • WEC Energy made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #257 holding.
  • Annapolis Financial Services first reported a position in WEC Energy in Q3 2023 and has held it in 5 quarters since.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.