Cassady Schiller Wealth Management’s WEC Energy WEC Stock Holding History

Cassady Schiller 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
2024 Q4	$54.4K	Buy	578 +14	+2%	+$1.36K	0.02%	199
2024 Q3	$54.2K	Sell	564 -66	-10%	-$5.85K	0.02%	198
2024 Q2	$49.4K	Hold	630	–	–	0.02%	197
2024 Q1	$51.7K	Sell	630 -257	-29%	-$20.7K	0.02%	210
2023 Q4	$74.7K	Hold	887	–	–	0.04%	171
2023 Q3	$71.4K	Hold	887	–	–	0.04%	168
2023 Q2	$78.3K	Buy	887 +66	+8%	+$6.1K	0.04%	161
2023 Q1	$77.8K	Sell	821 -73	-8%	-$6.76K	0.04%	160
2022 Q4	$83.8K	Buy	+894	New	+$82.6K	0.05%	145
2022 Q1	–	Sell	-342	Closed	-$33K	–	601
2021 Q4	$33K	Buy	+342	New	+$31.3K	0.02%	237

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

Cassady Schiller Wealth Management's WEC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its WEC Energy (WEC) stake by 2.5% in Q4 2024, buying an estimated $1.36K and bringing the position to 578 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #199.

Cassady Schiller Wealth Management first reported a position in WEC in Q4 2021 and has held it in 10 quarters since. The position peaked at $83.8K in Q4 2022. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

Cassady Schiller Wealth Management held 578 shares of WEC Energy worth $54.4K as of Q4 2024.
Cassady Schiller Wealth Management bought 14 WEC Energy shares in Q4 2024, an estimated $1.36K.
WEC Energy made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #199 holding.
Cassady Schiller Wealth Management first reported a position in WEC Energy in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's WEC Energy position peaked at $83.8K in Q4 2022.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.