FTIS
WEC icon

First Trust Investment Solutions’s WEC Energy WEC Stock Holding History

First Trust Investment Solutions’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 		$452K Buy
+4,701
New +$417K 0.05% 193

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 Trust Investment Solutions's WEC Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in WEC Energy (WEC) in Q3 2024: 4,701 shares worth $452K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • First Trust Investment Solutions held 4,701 shares of WEC Energy worth $452K as of Q3 2024.
  • WEC Energy was a new First Trust Investment Solutions position in Q3 2024.
  • WEC Energy made up 0.05% of First Trust Investment Solutions's portfolio in Q3 2024, its #193 holding.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.