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Horizons Wealth Management’s WEC Energy WEC Stock Holding History

Horizons 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
Q2 		– Sell
-541
Closed -$45.5K – 186
2024
Q1 		$45.5K Hold
541
– – 0.03% 98
2023
Q4 		$45.5K Hold
541
– – 0.03% 98
2023
Q3 		$43.5K Hold
541
– – 0.03% 96
2023
Q2 		$47.2K Hold
541
– – 0.03% 97
2023
Q1 		$51.2K Hold
541
– – 0.04% 84
2022
Q4 		$52K Hold
541
– – 0.04% 88
2022
Q3 		$48K Hold
541
– – 0.04% 78
2022
Q2 		$58K Buy
+541
New +$54.9K 0.05% 77

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizons Wealth Management's WEC Position: Q2 2024 in Review

Horizons Wealth Management sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 541 shares — an estimated $45.5K sold.

Horizons Wealth Management first reported a position in WEC in Q2 2022 and held it in 8 quarters. The position peaked at $58K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • Horizons Wealth Management reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 541 WEC Energy shares in Q2 2024, an estimated $45.5K.
  • Horizons Wealth Management first reported a position in WEC Energy in Q2 2022 and held it in 8 quarters.
  • Horizons Wealth Management's WEC Energy position peaked at $58K in Q2 2022.
  • 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Horizons Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.