FTDI
WEC icon

First Trust Direct Indexing’s WEC Energy WEC Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-11,800
Closed -$1.13M – 924
2024
Q3 		$1.13M Buy
11,800
+1,378
+13% +$122K 0.06% 318
2024
Q2 		$818K Buy
10,422
+3,157
+43% +$256K 0.05% 366
2024
Q1 		$597K Sell
7,265
-3,385
-32% -$272K 0.04% 421
2023
Q4 		$896K Buy
10,650
+1,515
+17% +$125K 0.08% 291
2023
Q3 		$736K Sell
9,135
-3,624
-28% -$315K 0.08% 285
2023
Q2 		$1.13M Buy
12,759
+1,492
+13% +$138K 0.13% 185
2023
Q1 		$1.07M Buy
11,267
+1,904
+20% +$176K 0.13% 191
2022
Q4 		$878K Sell
9,363
-3,417
-27% -$316K 0.12% 233
2022
Q3 		$1.14M Buy
12,780
+996
+8% +$102K 0.17% 152
2022
Q2 		$1.19M Buy
11,784
+1,446
+14% +$147K 0.17% 160
2022
Q1 		$1.03M Buy
10,338
+3,797
+58% +$359K 0.13% 202
2021
Q4 		$635K Buy
6,541
+1,154
+21% +$105K 0.08% 298
2021
Q3 		$475K Sell
5,387
-1,025
-16% -$96.1K 0.07% 363
2021
Q2 		$570K Buy
6,412
+2,145
+50% +$202K 0.09% 297
2021
Q1 		$399K Sell
4,267
-125
-3% -$10.9K 0.11% 259
2020
Q4 		$404K Buy
+4,392
New +$427K 0.11% 231

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Direct Indexing's WEC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 11,800 shares — an estimated $1.13M sold.

First Trust Direct Indexing first reported a position in WEC in Q4 2020 and held it in 16 quarters. The position peaked at $1.19M in Q2 2022. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,800 WEC Energy shares in Q4 2024, an estimated $1.13M.
  • First Trust Direct Indexing first reported a position in WEC Energy in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's WEC Energy position peaked at $1.19M in Q2 2022.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.