IFG Advisors’s WEC Energy WEC Stock Holding History

IFG Advisors’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	-2,670	Closed	-$257K	–	155
2024 Q3	$257K	Hold	2,670	–	–	0.05%	119
2024 Q2	$209K	Hold	2,670	–	–	0.05%	130
2024 Q1	$219K	Hold	2,670	–	–	0.06%	121
2023 Q4	$225K	Hold	2,670	–	–	0.07%	113
2023 Q3	$215K	Hold	2,670	–	–	0.08%	113
2023 Q2	$236K	Hold	2,670	–	–	0.08%	109
2023 Q1	$253K	Hold	2,670	–	–	0.1%	103
2022 Q4	$250K	Hold	2,670	–	–	0.11%	99
2022 Q3	$239K	Hold	2,670	–	–	0.12%	94
2022 Q2	$269K	Hold	2,670	–	–	0.14%	83
2022 Q1	$266K	Hold	2,670	–	–	0.12%	92
2021 Q4	$259K	Hold	2,670	–	–	0.11%	91
2021 Q3	$235K	Hold	2,670	–	–	0.11%	92
2021 Q2	$237K	Hold	2,670	–	–	0.11%	93
2021 Q1	$250K	Buy	+2,670	New	+$233K	0.14%	81
2020 Q4	–	Sell	-2,670	Closed	-$259K	–	89
2020 Q3	$259K	Hold	2,670	–	–	0.18%	72
2020 Q2	$234K	Hold	2,670	–	–	0.18%	76
2020 Q1	$235K	Hold	2,670	–	–	0.23%	67
2019 Q4	$246K	Hold	2,670	–	–	0.2%	54
2019 Q3	$254K	Buy	+2,670	New	+$241K	0.24%	49

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFG Advisors's WEC Position: Q4 2024 in Review

IFG Advisors sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 2,670 shares — an estimated $257K sold.

IFG Advisors first reported a position in WEC in Q3 2019 and held it in 20 quarters. The position peaked at $269K in Q2 2022. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

IFG Advisors reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
IFG Advisors sold 2,670 WEC Energy shares in Q4 2024, an estimated $257K.
IFG Advisors first reported a position in WEC Energy in Q3 2019 and held it in 20 quarters.
IFG Advisors's WEC Energy position peaked at $269K in Q2 2022.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on IFG Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.