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HTLF Bank’s WEC Energy WEC Stock Holding History

HTLF Bank’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 		$270K Hold
2,875
– – 0.03% 179
2024
Q3 		$277K Sell
2,875
-73
-2% -$6.47K 0.03% 188
2024
Q2 		$231K Buy
2,948
+36
+1% +$2.92K 0.03% 212
2024
Q1 		$239K Hold
2,912
– – 0.03% 207
2023
Q4 		$245K Buy
+2,912
New +$240K 0.03% 194

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

HTLF Bank's WEC Position: Q4 2024 in Review

HTLF Bank held its WEC Energy (WEC) position steady in Q4 2024 at 2,875 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #179.

HTLF Bank first reported a position in WEC in Q4 2023 and has held it in 5 quarters since. The position peaked at $277K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • HTLF Bank held 2,875 shares of WEC Energy worth $270K as of Q4 2024.
  • HTLF Bank left its WEC Energy share count unchanged in Q4 2024.
  • WEC Energy made up 0.03% of HTLF Bank's portfolio in Q4 2024, its #179 holding.
  • HTLF Bank first reported a position in WEC Energy in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's WEC Energy position peaked at $277K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.