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Buckingham Strategic Wealth’s WEC Energy WEC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$223K Sell
2,841
-70
-2% -$5.69K ﹤0.01% 677
2024
Q1 		$239K Buy
2,911
+7
+0.2% +$563 ﹤0.01% 658
2023
Q4 		$244K Buy
+2,904
New +$239K ﹤0.01% 632
2023
Q3 		– Sell
-2,504
Closed -$221K – 717
2023
Q2 		$221K Sell
2,504
-545
-18% -$50.4K ﹤0.01% 610
2023
Q1 		$286K Hold
3,049
– – 0.01% 490
2022
Q4 		$286K Sell
3,049
-204
-6% -$18.9K 0.01% 492
2022
Q3 		$291K Buy
3,253
+874
+37% +$89.3K 0.01% 474
2022
Q2 		$239K Sell
2,379
-31
-1% -$3.14K ﹤0.01% 516
2022
Q1 		$241K Buy
2,410
+275
+13% +$26K ﹤0.01% 523
2021
Q4 		$207K Sell
2,135
-1,074
-33% -$98.2K ﹤0.01% 558
2021
Q3 		$283K Sell
3,209
-241
-7% -$22.6K 0.01% 475
2021
Q2 		$307K Buy
3,450
+176
+5% +$16.6K 0.01% 461
2021
Q1 		$306K Sell
3,274
-727
-18% -$63.4K 0.02% 435
2020
Q4 		$368K Sell
4,001
-143
-3% -$13.9K 0.02% 376
2020
Q3 		$402K Buy
4,144
+212
+5% +$19.8K 0.03% 301
2020
Q2 		$345K Sell
3,932
-917
-19% -$82.7K 0.03% 285
2020
Q1 		$427K Buy
4,849
+47
+1% +$4.52K 0.04% 274
2019
Q4 		$443K Buy
4,802
+1,103
+30% +$101K 0.04% 272
2019
Q3 		$352K Sell
3,699
-1,860
-33% -$168K 0.04% 290
2019
Q2 		$463K Buy
5,559
+731
+15% +$58.6K 0.05% 255
2019
Q1 		$382K Buy
4,828
+611
+14% +$45.3K 0.05% 274
2018
Q4 		$292K Buy
4,217
+2
+0% +$140 0.04% 272
2018
Q3 		$281K Sell
4,215
-636
-13% -$42.4K 0.04% 279
2018
Q2 		$314K Sell
4,851
-167
-3% -$10.4K 0.05% 256
2018
Q1 		$315K Buy
5,018
+323
+7% +$20K 0.06% 234
2017
Q4 		$312K Buy
4,695
+51
+1% +$3.42K 0.07% 234
2017
Q3 		$292K Buy
4,644
+696
+18% +$44.4K 0.07% 230
2017
Q2 		$242K Sell
3,948
-44
-1% -$2.72K 0.06% 252
2017
Q1 		$242K Buy
3,992
+35
+0.9% +$2.06K 0.07% 212
2016
Q4 		$232K Buy
+3,957
New +$227K 0.07% 199

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's WEC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its WEC Energy (WEC) stake by 2.4% in Q2 2024, selling an estimated $5.69K and leaving 2,841 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Buckingham Strategic Wealth first reported a position in WEC in Q4 2016 and has held it in 30 quarters since. The position peaked at $463K in Q2 2019. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • Buckingham Strategic Wealth held 2,841 shares of WEC Energy worth $223K as of Q2 2024.
  • Buckingham Strategic Wealth sold 70 WEC Energy shares in Q2 2024, an estimated $5.69K.
  • WEC Energy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #677 holding.
  • Buckingham Strategic Wealth first reported a position in WEC Energy in Q4 2016 and has held it in 30 quarters since.
  • Buckingham Strategic Wealth's WEC Energy position peaked at $463K in Q2 2019.
  • 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.