Kelly Financial Services’s WEC Energy WEC Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-427	Closed	-$33.5K	–	752
2024 Q2	$33.5K	Buy	427 +117	+38%	+$9.5K	0.01%	275
2024 Q1	$25.5K	Buy	310 +1	+0.3%	+$80	0.01%	299
2023 Q4	$26K	Buy	309 +244	+375%	+$20.1K	0.01%	270
2023 Q3	$5.24K	Hold	65	–	–	﹤0.01%	452
2023 Q2	$5.74K	Hold	65	–	–	﹤0.01%	431
2023 Q1	$6.16K	Hold	65	–	–	﹤0.01%	405
2022 Q4	$6.09K	Hold	65	–	–	﹤0.01%	379
2022 Q3	$5.81K	Hold	65	–	–	﹤0.01%	380
2022 Q2	$6.54K	Hold	65	–	–	﹤0.01%	368
2022 Q1	$6.49K	Hold	65	–	–	﹤0.01%	394
2021 Q4	$6.31K	Hold	65	–	–	﹤0.01%	405
2021 Q3	$5.73K	Hold	65	–	–	﹤0.01%	402
2021 Q2	$5.78K	Hold	65	–	–	﹤0.01%	405
2021 Q1	$6.08K	Hold	65	–	–	﹤0.01%	376
2020 Q4	$5.98K	Hold	65	–	–	﹤0.01%	345
2020 Q3	$6.3K	Hold	65	–	–	﹤0.01%	306
2020 Q2	$5.7K	Hold	65	–	–	﹤0.01%	320
2020 Q1	$5.73K	Hold	65	–	–	0.01%	281
2019 Q4	$6K	Hold	65	–	–	﹤0.01%	280
2019 Q3	$6.18K	Hold	65	–	–	0.01%	273
2019 Q2	$5.42K	Hold	65	–	–	﹤0.01%	282
2019 Q1	$5.14K	Buy	+65	New	+$4.82K	0.01%	290

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kelly Financial Services's WEC Position: Q3 2024 in Review

Kelly Financial Services sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 427 shares — an estimated $33.5K sold.

Kelly Financial Services first reported a position in WEC in Q1 2019 and held it in 22 quarters. The position peaked at $33.5K in Q2 2024. 1,131 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

Kelly Financial Services reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 427 WEC Energy shares in Q3 2024, an estimated $33.5K.
Kelly Financial Services first reported a position in WEC Energy in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's WEC Energy position peaked at $33.5K in Q2 2024.
1,131 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.