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Householder Group Estate & Retirement Specialist’s WEC Energy WEC Stock Holding History

Householder Group Estate & Retirement Specialist’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
-578
Closed -$55K – 1230
2024
Q3 		$55K Hold
578
– – 0.02% 469
2024
Q2 		$45K Buy
578
+51
+10% +$4.14K 0.01% 500
2024
Q1 		$43.3K Hold
527
– – 0.01% 500
2023
Q4 		$44K Hold
527
– – 0.01% 485
2023
Q3 		$42.5K Buy
+527
New +$45.8K 0.02% 479
2023
Q1 		$50K Hold
527
– – 0.02% 450
2022
Q4 		$49K Hold
527
– – 0.07% 117
2022
Q3 		$47K Buy
+527
New +$53.8K 0.02% 410

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

Householder Group Estate & Retirement Specialist's WEC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 578 shares — an estimated $55K sold.

Householder Group Estate & Retirement Specialist first reported a position in WEC in Q3 2022 and held it in 8 quarters. The position peaked at $55K in Q3 2024. 1,198 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 578 WEC Energy shares in Q4 2024, an estimated $55K.
  • Householder Group Estate & Retirement Specialist first reported a position in WEC Energy in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's WEC Energy position peaked at $55K in Q3 2024.
  • 1,198 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.