Baldwin Wealth Partners’s WEC Energy WEC Stock Holding History

Baldwin Wealth Partners’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	-2,058	Closed	-$198K	–	1029
2024 Q3	$198K	Buy	2,058 +2,040	+11,333%	+$181K	0.01%	330
2024 Q2	$1.41K	Buy	+18	New	+$1.46K	﹤0.01%	696
2024 Q1	–	Sell	-125	Closed	-$10.5K	–	740
2023 Q4	$10.5K	Hold	125	–	–	﹤0.01%	567
2023 Q3	$10.1K	Hold	125	–	–	﹤0.01%	578
2023 Q2	$11K	Hold	125	–	–	﹤0.01%	588
2023 Q1	$11.8K	Hold	125	–	–	﹤0.01%	603
2022 Q4	$11.7K	Hold	125	–	–	﹤0.01%	596
2022 Q3	$11K	Hold	125	–	–	﹤0.01%	515
2022 Q2	$13K	Hold	125	–	–	﹤0.01%	514
2022 Q1	$12K	Hold	125	–	–	﹤0.01%	528
2021 Q4	$12K	Hold	125	–	–	﹤0.01%	495
2021 Q3	$11K	Hold	125	–	–	﹤0.01%	516
2021 Q2	$11K	Hold	125	–	–	﹤0.01%	530
2021 Q1	$12K	Buy	+125	New	+$10.9K	﹤0.01%	502

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldwin Wealth Partners's WEC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 2,058 shares — an estimated $198K sold.

Baldwin Wealth Partners first reported a position in WEC in Q1 2021 and held it in 14 quarters. The position peaked at $198K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

Baldwin Wealth Partners reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,058 WEC Energy shares in Q4 2024, an estimated $198K.
Baldwin Wealth Partners first reported a position in WEC Energy in Q1 2021 and held it in 14 quarters.
Baldwin Wealth Partners's WEC Energy position peaked at $198K in Q3 2024.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.