Baystate Wealth Management’s WEC Energy WEC Stock Holding History

Baystate Wealth Management’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
2023 Q4	$5.69K	Hold	67	–	–	﹤0.01%	860
2023 Q3	$5.4K	Buy	67 +1	+2%	+$87	﹤0.01%	676
2023 Q2	$5.86K	Buy	66 +1	+2%	+$92	﹤0.01%	676
2023 Q1	$6.24K	Hold	65	–	–	﹤0.01%	648
2022 Q4	$6K	Buy	65 +1	+2%	+$92	﹤0.01%	673
2022 Q3	$6K	Hold	64	–	–	﹤0.01%	630
2022 Q2	$6K	Buy	64 +1	+2%	+$101	﹤0.01%	655
2022 Q1	$6K	Hold	63	–	–	﹤0.01%	645
2021 Q4	$6K	Buy	63 +1	+2%	+$91	﹤0.01%	635
2021 Q3	$6K	Hold	62	–	–	﹤0.01%	588
2021 Q2	$6K	Buy	+62	New	+$5.84K	﹤0.01%	565
2018 Q3	–	Sell	-227	Closed	-$15K	–	707
2018 Q2	$15K	Buy	+227	New	+$14.1K	﹤0.01%	327
2013 Q3	–	Sell	-80	Closed	-$3K	–	228
2013 Q2	$3K	Buy	+80	New	+$3.39K	﹤0.01%	259

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Baystate Wealth Management's WEC Position: Q4 2023 in Review

Baystate Wealth Management held its WEC Energy (WEC) position steady in Q4 2023 at 67 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Baystate Wealth Management first reported a position in WEC in Q2 2013 and has held it in 13 quarters since. The position peaked at $15K in Q2 2018. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

Baystate Wealth Management held 67 shares of WEC Energy worth $5.69K as of Q4 2023.
Baystate Wealth Management left its WEC Energy share count unchanged in Q4 2023.
WEC Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #860 holding.
Baystate Wealth Management first reported a position in WEC Energy in Q2 2013 and has held it in 13 quarters since.
Baystate Wealth Management's WEC Energy position peaked at $15K in Q2 2018.
1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.