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Jaffetilchin Investment Partners’s WEC Energy WEC Stock Holding History

Jaffetilchin Investment Partners’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
-250
Closed -$24K – 1304
2024
Q3 		$24K Buy
+250
New +$22.2K ﹤0.01% 726
2020
Q2 		– Sell
-4,298
Closed -$379K – 241
2020
Q1 		$379K Sell
4,298
-307
-7% -$29.5K 0.13% 100
2019
Q4 		$425K Sell
4,605
-479
-9% -$43.7K 0.09% 135
2019
Q3 		$483K Buy
5,084
+335
+7% +$30.2K 0.12% 116
2019
Q2 		$396K Buy
+4,749
New +$381K 0.09% 159
2019
Q1 		– Sell
-4,602
Closed -$319K – 316
2018
Q4 		$319K Sell
4,602
-79
-2% -$5.55K 0.08% 174
2018
Q3 		$313K Buy
+4,681
New +$312K 0.07% 226
2017
Q4 		– Sell
-3,700
Closed -$232K – 304
2017
Q3 		$232K Buy
+3,700
New +$236K 0.05% 261
2017
Q2 		– Sell
-3,489
Closed -$212K – 298
2017
Q1 		$212K Buy
+3,489
New +$206K 0.05% 241
2016
Q3 		– Sell
-5,535
Closed -$361K – 265
2016
Q2 		$361K Buy
+5,535
New +$333K 0.11% 148

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

Jaffetilchin Investment Partners's WEC Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 250 shares — an estimated $24K sold.

Jaffetilchin Investment Partners first reported a position in WEC in Q2 2016 and held it in 10 quarters. The position peaked at $483K in Q3 2019. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 250 WEC Energy shares in Q4 2024, an estimated $24K.
  • Jaffetilchin Investment Partners first reported a position in WEC Energy in Q2 2016 and held it in 10 quarters.
  • Jaffetilchin Investment Partners's WEC Energy position peaked at $483K in Q3 2019.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.