EFG
WEC icon

Ethos Financial Group’s WEC Energy WEC Stock Holding History

Ethos Financial Group’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 		– Sell
-4,259
Closed -$343K – 299
2023
Q3 		$343K Sell
4,259
-88
-2% -$7.65K 0.09% 121
2023
Q2 		$412K Hold
4,347
– – 0.14% 82
2023
Q1 		$412K Sell
4,347
-32
-0.7% -$2.96K 0.13% 98
2022
Q4 		$411K Buy
+4,379
New +$405K 0.14% 86

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Ethos Financial Group's WEC Position: Q4 2023 in Review

Ethos Financial Group sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 4,259 shares — an estimated $343K sold.

Ethos Financial Group first reported a position in WEC in Q4 2022 and held it in 4 quarters. The position peaked at $412K in Q2 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Ethos Financial Group reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Ethos Financial Group sold 4,259 WEC Energy shares in Q4 2023, an estimated $343K.
  • Ethos Financial Group first reported a position in WEC Energy in Q4 2022 and held it in 4 quarters.
  • Ethos Financial Group's WEC Energy position peaked at $412K in Q2 2023.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Ethos Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.