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Jamison Private Wealth Management’s WEC Energy WEC Stock Holding History

Jamison Private 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
-5
Closed -$411 – 536
2024
Q1 		$411 Buy
+5
New +$402 ﹤0.01% 462

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State Street
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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

Jamison Private Wealth Management's WEC Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 5 shares — an estimated $411 sold.

Jamison Private Wealth Management first reported a position in WEC in Q1 2024 and held it in 1 quarter. The position peaked at $411 in Q1 2024. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 WEC Energy shares in Q2 2024, an estimated $411.
  • Jamison Private Wealth Management first reported a position in WEC Energy in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's WEC Energy position peaked at $411 in Q1 2024.
  • 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.