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Fairfield, Bush & Co’s WEC Energy WEC Stock Holding History

Fairfield, Bush & Co’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 		– Sell
-642
Closed -$54K – 499
2023
Q4 		$54K Buy
+642
New +$52.9K 0.03% 190
2023
Q3 		– Sell
-642
Closed -$56.6K – 523
2023
Q2 		$56.6K Buy
+642
New +$59.3K 0.02% 216
2022
Q3 		– Sell
-642
Closed -$65K – 474
2022
Q2 		$65K Buy
+642
New +$65.1K 0.04% 176
2013
Q4 		– Sell
-2,208
Closed -$89K – 248
2013
Q3 		$89K Hold
2,208
– – 0.03% 179
2013
Q2 		$91K Buy
+2,208
New +$93.6K 0.05% 165

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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 $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return