KIG
WEC icon

Kowal Investment Group’s WEC Energy WEC Stock Holding History

Kowal Investment Group’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 		$3.88M Sell
40,325
-37
-0.1% -$3.28K 0.71% 20
2024
Q2 		$3.17M Buy
40,362
+317
+0.8% +$25.8K 0.63% 23
2024
Q1 		$3.29M Sell
40,045
-220
-0.5% -$17.7K 0.71% 21
2023
Q4 		$3.39M Sell
40,265
-498
-1% -$41K 0.79% 15
2023
Q3 		$3.28M Buy
40,763
+4,698
+13% +$408K 0.89% 14
2023
Q2 		$3.18M Buy
36,065
+5,242
+17% +$484K 0.85% 14
2023
Q1 		$2.92M Sell
30,823
-1,543
-5% -$143K 0.83% 16
2022
Q4 		$3.03M Buy
32,366
+3,317
+11% +$307K 0.91% 16
2022
Q3 		$2.6M Buy
29,049
+29
+0.1% +$2.96K 0.88% 16
2022
Q2 		$2.92M Buy
29,020
+3,018
+12% +$306K 0.96% 13
2022
Q1 		$2.6M Buy
26,002
+260
+1% +$24.6K 0.79% 13
2021
Q4 		$2.5M Buy
25,742
+148
+0.6% +$13.5K 0.74% 13
2021
Q3 		$2.26M Buy
25,594
+115
+0.5% +$10.8K 0.71% 13
2021
Q2 		$2.27M Buy
25,479
+1,623
+7% +$153K 0.82% 13
2021
Q1 		$2.23M Buy
23,856
+95
+0.4% +$8.28K 0.9% 10
2020
Q4 		$2.03M Buy
+23,761
New +$2.31M 0.94% 10

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

Kowal Investment Group's WEC Position: Q3 2024 in Review

Kowal Investment Group reduced its WEC Energy (WEC) stake by 0.09% in Q3 2024, selling an estimated $3.28K and leaving 40,325 shares worth $3.88M. The position accounts for 0.71% of the portfolio, ranked #20.

Kowal Investment Group first reported a position in WEC in Q4 2020 and has held it in 16 quarters since. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Kowal Investment Group held 40,325 shares of WEC Energy worth $3.88M as of Q3 2024.
  • Kowal Investment Group sold 37 WEC Energy shares in Q3 2024, an estimated $3.28K.
  • WEC Energy made up 0.71% of Kowal Investment Group's portfolio in Q3 2024, its #20 holding.
  • Kowal Investment Group first reported a position in WEC Energy in Q4 2020 and has held it in 16 quarters since.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.