Janiczek Wealth Management’s WEC Energy WEC Stock Holding History

Janiczek 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	$471	Hold	6	–	–	﹤0.01%	1005
2024 Q1	$493	Buy	6 +1	+20%	+$80	﹤0.01%	1005
2023 Q4	$421	Sell	5 -139	-97%	-$11.4K	﹤0.01%	1011
2023 Q3	$11.6K	Buy	144 +43	+43%	+$3.74K	﹤0.01%	613
2023 Q2	$8.91K	Hold	101	–	–	﹤0.01%	584
2023 Q1	$9.78K	Hold	101	–	–	﹤0.01%	569
2022 Q4	$9.78K	Buy	101 +32	+46%	+$2.96K	﹤0.01%	562
2022 Q3	$6K	Hold	69	–	–	﹤0.01%	642
2022 Q2	$7K	Hold	69	–	–	﹤0.01%	623
2022 Q1	$7K	Sell	69 -75	-52%	-$7.08K	﹤0.01%	632
2021 Q4	$14K	Buy	144 +75	+109%	+$6.86K	﹤0.01%	547
2021 Q3	$6K	Buy	69 +22	+47%	+$2.06K	﹤0.01%	676
2021 Q2	$4K	Hold	47	–	–	﹤0.01%	707
2021 Q1	$4K	Buy	47 +41	+683%	+$3.57K	﹤0.01%	682
2020 Q4	$1K	Buy	+6	New	+$584	﹤0.01%	778
2019 Q4	–	Sell	-757	Closed	-$72K	–	169
2019 Q3	$72K	Hold	757	–	–	0.03%	59
2019 Q2	$63K	Hold	757	–	–	0.03%	62
2019 Q1	$60K	Buy	+757	New	+$56.2K	0.03%	73

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janiczek Wealth Management's WEC Position: Q2 2024 in Review

Janiczek Wealth Management held its WEC Energy (WEC) position steady in Q2 2024 at 6 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Janiczek Wealth Management first reported a position in WEC in Q1 2019 and has held it in 18 quarters since. The position peaked at $72K in Q3 2019. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

Janiczek Wealth Management held 6 shares of WEC Energy worth $471 as of Q2 2024.
Janiczek Wealth Management left its WEC Energy share count unchanged in Q2 2024.
WEC Energy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1005 holding.
Janiczek Wealth Management first reported a position in WEC Energy in Q1 2019 and has held it in 18 quarters since.
Janiczek Wealth Management's WEC Energy position peaked at $72K in Q3 2019.
1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.