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Focused Wealth Management’s WEC Energy WEC Stock Holding History

Focused Wealth Management’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
-2,035
Closed -$171K – 972
2023
Q4 		$171K Buy
2,035
+19
+0.9% +$1.56K 0.03% 151
2023
Q3 		$162K Buy
2,016
+19
+1% +$1.65K 0.03% 148
2023
Q2 		$176K Buy
1,997
+18
+0.9% +$1.66K 0.03% 145
2023
Q1 		$188K Buy
1,979
+17
+0.9% +$1.57K 0.04% 146
2022
Q4 		$184K Buy
1,962
+15
+0.8% +$1.39K 0.04% 148
2022
Q3 		$174K Buy
1,947
+14
+0.7% +$1.43K 0.04% 140
2022
Q2 		$195K Buy
1,933
+13
+0.7% +$1.32K 0.04% 140
2022
Q1 		$192K Buy
1,920
+16
+0.8% +$1.51K 0.03% 152
2021
Q4 		$185K Buy
1,904
+14
+0.7% +$1.28K 0.03% 180
2021
Q3 		$167K Buy
1,890
+13
+0.7% +$1.22K 0.03% 190
2021
Q2 		$167K Buy
1,877
+14
+0.8% +$1.32K 0.03% 197
2021
Q1 		$174K Buy
1,863
+15
+0.8% +$1.31K 0.03% 183
2020
Q4 		$170K Buy
1,848
+12
+0.7% +$1.17K 0.03% 167
2020
Q3 		$178K Buy
1,836
+12
+0.7% +$1.12K 0.04% 150
2020
Q2 		$160K Buy
1,824
+13
+0.7% +$1.17K 0.04% 156
2020
Q1 		$160K Buy
1,811
+11
+0.6% +$1.06K 0.05% 134
2019
Q4 		$166K Hold
1,800
– – 0.04% 177
2019
Q3 		$171K Hold
1,800
– – 0.05% 157
2019
Q2 		$150K Hold
1,800
– – 0.04% 179
2019
Q1 		$142K Hold
1,800
– – 0.04% 166
2018
Q4 		$125K Buy
+1,800
New +$126K 0.04% 196

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
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $1.02T AUM 30.18% 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

Focused Wealth Management's WEC Position: Q1 2024 in Review

Focused Wealth Management sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 2,035 shares — an estimated $171K sold.

Focused Wealth Management first reported a position in WEC in Q4 2018 and held it in 21 quarters. The position peaked at $195K in Q2 2022. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Focused Wealth Management reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2,035 WEC Energy shares in Q1 2024, an estimated $171K.
  • Focused Wealth Management first reported a position in WEC Energy in Q4 2018 and held it in 21 quarters.
  • Focused Wealth Management's WEC Energy position peaked at $195K in Q2 2022.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.