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First Personal Financial Services’s WEC Energy WEC Stock Holding History

First Personal Financial Services’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 		$87.5K Sell
910
-115
-11% -$10.2K 0.02% 172
2024
Q2 		$80.4K Buy
1,025
+5
+0.5% +$406 0.02% 174
2024
Q1 		$83.8K Hold
1,020
– – 0.02% 164
2023
Q4 		$85.9K Sell
1,020
-56
-5% -$4.61K 0.02% 168
2023
Q3 		$86.7K Buy
1,076
+756
+236% +$65.7K 0.02% 165
2023
Q2 		$28.2K Hold
320
– – 0.01% 251
2023
Q1 		$30.3K Hold
320
– – 0.01% 250
2022
Q4 		$30K Hold
320
– – 0.01% 256
2022
Q3 		$29K Hold
320
– – 0.01% 255
2022
Q2 		$32K Hold
320
– – 0.01% 213
2022
Q1 		$32K Sell
320
-2
-0.6% -$189 0.01% 223
2021
Q4 		$31K Buy
322
+2
+0.6% +$183 0.01% 221
2021
Q3 		$28K Hold
320
– – 0.01% 228
2021
Q2 		$28K Hold
320
– – 0.01% 232
2021
Q1 		$30K Hold
320
– – 0.01% 218
2020
Q4 		$29K Sell
320
-690
-68% -$67.1K 0.01% 219
2020
Q3 		$98K Hold
1,010
– – 0.03% 142
2020
Q2 		$89K Sell
1,010
-488
-33% -$44K 0.03% 150
2020
Q1 		$132K Buy
1,498
+1,261
+532% +$121K 0.05% 129
2019
Q4 		$22K Hold
237
– – 0.01% 243
2019
Q3 		$23K Sell
237
-624
-72% -$56.2K 0.01% 315
2019
Q2 		$72K Buy
861
+146
+20% +$11.7K 0.02% 240
2019
Q1 		$57K Hold
715
– – 0.02% 258
2018
Q4 		$50K Hold
715
– – 0.02% 256
2018
Q3 		$48K Sell
715
-116
-14% -$7.73K 0.02% 293
2018
Q2 		$54K Sell
831
-937
-53% -$58.2K 0.02% 266
2018
Q1 		$111K Sell
1,768
-1,100
-38% -$68.3K 0.02% 284
2017
Q4 		$191K Hold
2,868
– – 0.04% 239
2017
Q3 		$180K Sell
2,868
-1,104
-28% -$70.4K 0.04% 223
2017
Q2 		$244K Buy
3,972
+669
+20% +$41.3K 0.05% 200
2017
Q1 		$200K Hold
3,303
– – 0.05% 197
2016
Q4 		$194K Sell
3,303
-585
-15% -$33.6K 0.05% 193
2016
Q3 		$233K Hold
3,888
– – 0.07% 149
2016
Q2 		$254K Buy
+3,888
New +$234K 0.09% 140

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's WEC Position: Q3 2024 in Review

First Personal Financial Services reduced its WEC Energy (WEC) stake by 11% in Q3 2024, selling an estimated $10.2K and leaving 910 shares worth $87.5K. The position accounts for 0.02% of the portfolio, ranked #172.

First Personal Financial Services first reported a position in WEC in Q2 2016 and has held it in 34 quarters since. The position peaked at $254K in Q2 2016. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • First Personal Financial Services held 910 shares of WEC Energy worth $87.5K as of Q3 2024.
  • First Personal Financial Services sold 115 WEC Energy shares in Q3 2024, an estimated $10.2K.
  • WEC Energy made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #172 holding.
  • First Personal Financial Services first reported a position in WEC Energy in Q2 2016 and has held it in 34 quarters since.
  • First Personal Financial Services's WEC Energy position peaked at $254K in Q2 2016.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.