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Connectus Wealth’s WEC Energy WEC Stock Holding History

Connectus 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
Q1 		$218K Buy
2,655
+17
+0.6% +$1.37K 0.01% 352
2023
Q4 		$222K Hold
2,638
– – ﹤0.01% 476
2023
Q3 		$212K Sell
2,638
-350
-12% -$30.4K ﹤0.01% 463
2023
Q2 		$264K Hold
2,988
– – 0.01% 411
2023
Q1 		$283K Hold
2,988
– – 0.01% 392
2022
Q4 		$280K Hold
2,988
– – 0.01% 385
2022
Q3 		$267K Hold
2,988
– – 0.01% 457
2022
Q2 		$301K Buy
+2,988
New +$303K 0.01% 382

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Connectus Wealth's WEC Position: Q1 2024 in Review

Connectus Wealth increased its WEC Energy (WEC) stake by 0.64% in Q1 2024, buying an estimated $1.37K and bringing the position to 2,655 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #352.

Connectus Wealth first reported a position in WEC in Q2 2022 and has held it in 8 quarters since. The position peaked at $301K in Q2 2022. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Connectus Wealth held 2,655 shares of WEC Energy worth $218K as of Q1 2024.
  • Connectus Wealth bought 17 WEC Energy shares in Q1 2024, an estimated $1.37K.
  • WEC Energy made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #352 holding.
  • Connectus Wealth first reported a position in WEC Energy in Q2 2022 and has held it in 8 quarters since.
  • Connectus Wealth's WEC Energy position peaked at $301K in Q2 2022.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.