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Boston Financial Management’s WEC Energy WEC Stock Holding History

Boston Financial 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
2024
Q4 		$242K Sell
2,572
-135
-5% -$13.1K 0.01% 309
2024
Q3 		$260K Sell
2,707
-52
-2% -$4.61K 0.01% 293
2024
Q2 		$216K Hold
2,759
– – 0.01% 316
2024
Q1 		$227K Sell
2,759
-209
-7% -$16.8K 0.01% 314
2023
Q4 		$250K Buy
2,968
+29
+1% +$2.39K 0.01% 300
2023
Q3 		$237K Sell
2,939
-115
-4% -$9.99K 0.01% 284
2023
Q2 		$269K Buy
3,054
+82
+3% +$7.58K 0.01% 283
2023
Q1 		$282K Buy
2,972
+52
+2% +$4.81K 0.01% 275
2022
Q4 		$274K Hold
2,920
– – 0.01% 277
2022
Q3 		$261K Buy
2,920
+155
+6% +$15.8K 0.01% 272
2022
Q2 		$278K Buy
2,765
+297
+12% +$30.1K 0.01% 253
2022
Q1 		$246K Buy
2,468
+314
+15% +$29.7K 0.01% 260
2021
Q4 		$209K Sell
2,154
-146
-6% -$13.3K 0.01% 254
2021
Q3 		$203K Sell
2,300
-100
-4% -$9.38K 0.01% 252
2021
Q2 		$213K Hold
2,400
– – 0.01% 233
2021
Q1 		$225K Sell
2,400
-400
-14% -$34.9K 0.01% 221
2020
Q4 		$258K Sell
2,800
-540
-16% -$52.5K 0.01% 213
2020
Q3 		$324K Hold
3,340
– – 0.02% 198
2020
Q2 		$293K Hold
3,340
– – 0.02% 202
2020
Q1 		$294K Hold
3,340
– – 0.02% 198
2019
Q4 		$308K Hold
3,340
– – 0.02% 207
2019
Q3 		$318K Hold
3,340
– – 0.02% 215
2019
Q2 		$278K Sell
3,340
-290
-8% -$23.3K 0.02% 228
2019
Q1 		$287K Buy
+3,630
New +$269K 0.02% 229
2018
Q2 		– Sell
-3,610
Closed -$226K – 274
2018
Q1 		$226K Hold
3,610
– – 0.02% 246
2017
Q4 		$240K Hold
3,610
– – 0.02% 242
2017
Q3 		$227K Hold
3,610
– – 0.02% 243
2017
Q2 		$222K Hold
3,610
– – 0.02% 254
2017
Q1 		$219K Hold
3,610
– – 0.02% 255
2016
Q4 		$212K Hold
3,610
– – 0.02% 256
2016
Q3 		$216K Hold
3,610
– – 0.02% 240
2016
Q2 		$236K Buy
+3,610
New +$217K 0.02% 228

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

Boston Financial Management's WEC Position: Q4 2024 in Review

Boston Financial Management reduced its WEC Energy (WEC) stake by 5% in Q4 2024, selling an estimated $13.1K and leaving 2,572 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #309.

Boston Financial Management first reported a position in WEC in Q2 2016 and has held it in 32 quarters since. The position peaked at $324K in Q3 2020. 1,198 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Boston Financial Management held 2,572 shares of WEC Energy worth $242K as of Q4 2024.
  • Boston Financial Management sold 135 WEC Energy shares in Q4 2024, an estimated $13.1K.
  • WEC Energy made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #309 holding.
  • Boston Financial Management first reported a position in WEC Energy in Q2 2016 and has held it in 32 quarters since.
  • Boston Financial Management's WEC Energy position peaked at $324K in Q3 2020.
  • 1,198 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.