KFP
WEC icon

Keystone Financial Planning’s WEC Energy WEC Stock Holding History

Keystone Financial Planning’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
-87,338
Closed -$6.85M – 50
2024
Q2 		$6.85M Buy
87,338
+683
+0.8% +$55.5K 2.27% 8
2024
Q1 		$7.12M Buy
+86,655
New +$6.97M 2.31% 13
2020
Q1 		– Sell
-35,002
Closed -$3.23M – 49
2019
Q4 		$3.23M Sell
35,002
-150
-0.4% -$13.7K 1.44% 30
2019
Q3 		$3.34M Sell
35,152
-1,260
-3% -$114K 1.6% 29
2019
Q2 		$3.04M Sell
36,412
-771
-2% -$61.8K 1.49% 31
2019
Q1 		$2.94M Sell
37,183
-320
-0.9% -$23.7K 1.45% 30
2018
Q4 		$2.6M Hold
37,503
– – 1.45% 29
2018
Q3 		$2.5M Sell
37,503
-539
-1% -$35.9K 1.28% 31
2018
Q2 		$2.46M Sell
38,042
-36
-0.1% -$2.24K 1.35% 29
2018
Q1 		$2.39M Sell
38,078
-720
-2% -$44.7K 1.33% 30
2017
Q4 		$2.58M Sell
38,798
-17,462
-31% -$1.17M 1.37% 30
2017
Q3 		$3.53M Sell
56,260
-2,504
-4% -$160K 2% 24
2017
Q2 		$3.61M Buy
58,764
+1,237
+2% +$76.4K 2.18% 25
2017
Q1 		$3.49M Hold
57,527
– – 2.17% 26
2016
Q4 		$3.37M Hold
57,527
– – 2.2% 27
2016
Q3 		$3.44M Sell
57,527
-51,385
-47% -$3.21M 2.26% 24
2016
Q2 		$7.11M Buy
108,912
+1,661
+2% +$99.9K 4.82% 2
2016
Q1 		$6.44M Sell
107,251
-1,580
-1% -$88.5K 4.61% 2
2015
Q4 		$5.58M Buy
108,831
+178
+0.2% +$9.09K 4.23% 3
2015
Q3 		$5.67M Buy
108,653
+723
+0.7% +$35.2K 4.59% 1
2015
Q2 		$4.85M Buy
107,930
+323
+0.3% +$15.5K 3.72% 8
2015
Q1 		$5.33M Buy
107,607
+1,406
+1% +$73.5K 4.05% 4
2014
Q4 		$5.6M Buy
106,201
+3,840
+4% +$188K 4.13% 4
2014
Q3 		$4.4M Buy
102,361
+49,360
+93% +$2.19M 3.32% 16
2014
Q2 		$2.49M Buy
53,001
+22,151
+72% +$1.03M 1.87% 26
2014
Q1 		$1.44M Buy
30,850
+9,204
+43% +$397K 1.11% 27
2013
Q4 		$895K Buy
+21,646
New +$898K 0.72% 34

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keystone Financial Planning's WEC Position: Q3 2024 in Review

Keystone Financial Planning sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 87,338 shares — an estimated $6.85M sold.

Keystone Financial Planning first reported a position in WEC in Q4 2013 and held it in 27 quarters. The position peaked at $7.12M in Q1 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Keystone Financial Planning reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Keystone Financial Planning sold 87,338 WEC Energy shares in Q3 2024, an estimated $6.85M.
  • Keystone Financial Planning first reported a position in WEC Energy in Q4 2013 and held it in 27 quarters.
  • Keystone Financial Planning's WEC Energy position peaked at $7.12M in Q1 2024.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Keystone Financial Planning's 13F filing for Q3 2024, filed 28 Oct 2024.