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Kolinsky Wealth Management’s WEC Energy WEC Stock Holding History

Kolinsky 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
Q4 		$210K Buy
2,236
+81
+4% +$7.85K 0.13% 163
2024
Q3 		$207K Buy
+2,155
New +$191K 0.13% 160

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kolinsky Wealth Management's WEC Position: Q4 2024 in Review

Kolinsky Wealth Management increased its WEC Energy (WEC) stake by 3.8% in Q4 2024, buying an estimated $7.85K and bringing the position to 2,236 shares worth $210K. The position accounts for 0.13% of the portfolio, ranked #163.

Kolinsky Wealth Management first reported a position in WEC in Q3 2024 and has held it in 2 quarters since. 1,199 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Kolinsky Wealth Management held 2,236 shares of WEC Energy worth $210K as of Q4 2024.
  • Kolinsky Wealth Management bought 81 WEC Energy shares in Q4 2024, an estimated $7.85K.
  • WEC Energy made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #163 holding.
  • Kolinsky Wealth Management first reported a position in WEC Energy in Q3 2024 and has held it in 2 quarters since.
  • 1,199 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.