FinTrust Capital Advisors’s WEC Energy WEC Stock Holding History

FinTrust Capital Advisors’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 Q3	$39.6K	Sell	412 -40	-9%	-$3.54K	0.01%	640
2024 Q2	$35.5K	Buy	452 +40	+10%	+$3.25K	0.01%	633
2024 Q1	$33.8K	Buy	412 +142	+53%	+$11.4K	0.01%	640
2023 Q4	$22.7K	Hold	270	–	–	﹤0.01%	670
2023 Q3	$21.7K	Hold	270	–	–	﹤0.01%	646
2023 Q2	$25.3K	Hold	270	–	–	0.01%	596
2023 Q1	$25.3K	Hold	270	–	–	0.01%	594
2022 Q4	$25.3K	Hold	270	–	–	0.01%	593
2022 Q3	$24K	Hold	270	–	–	0.01%	684
2022 Q2	$26K	Hold	270	–	–	0.01%	672
2022 Q1	$27K	Hold	270	–	–	0.01%	691
2021 Q4	$26K	Hold	270	–	–	0.01%	673
2021 Q3	$24K	Sell	270 -59	-18%	-$5.53K	0.01%	697
2021 Q2	$29K	Hold	329	–	–	0.01%	666
2021 Q1	$31K	Buy	329 +59	+22%	+$5.14K	0.01%	612
2020 Q4	$25K	Hold	270	–	–	0.01%	627
2020 Q3	$26K	Hold	270	–	–	0.01%	603
2020 Q2	$24K	Hold	270	–	–	0.01%	601
2020 Q1	$24K	Hold	270	–	–	0.01%	590
2019 Q4	$25K	Hold	270	–	–	0.01%	596
2019 Q3	$26K	Buy	270 +55	+26%	+$4.96K	0.01%	602
2019 Q2	$18K	Sell	215 -67	-24%	-$5.37K	0.01%	635
2019 Q1	$22K	Buy	282 +59	+26%	+$4.38K	0.01%	589
2018 Q4	$16K	Buy	+223	New	+$15.7K	0.01%	665

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FinTrust Capital Advisors's WEC Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its WEC Energy (WEC) stake by 8.8% in Q3 2024, selling an estimated $3.54K and leaving 412 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #640.

FinTrust Capital Advisors first reported a position in WEC in Q4 2018 and has held it in 24 quarters since. 1,131 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

FinTrust Capital Advisors held 412 shares of WEC Energy worth $39.6K as of Q3 2024.
FinTrust Capital Advisors sold 40 WEC Energy shares in Q3 2024, an estimated $3.54K.
WEC Energy made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #640 holding.
FinTrust Capital Advisors first reported a position in WEC Energy in Q4 2018 and has held it in 24 quarters since.
1,131 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.