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Mascoma Wealth Management’s WEC Energy WEC Stock Holding History

Mascoma 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
Q1 		– Sell
-125
Closed -$10.5K – 471
2023
Q4 		$10.5K Hold
125
– – ﹤0.01% 317
2023
Q3 		$10.1K Hold
125
– – ﹤0.01% 328
2023
Q2 		$11K Hold
125
– – ﹤0.01% 315
2023
Q1 		$12K Hold
125
– – ﹤0.01% 389
2022
Q4 		$11.7K Hold
125
– – ﹤0.01% 390
2022
Q3 		$11K Hold
125
– – ﹤0.01% 394
2022
Q2 		$13K Sell
125
-30
-19% -$3.04K ﹤0.01% 393
2022
Q1 		$15K Buy
155
+30
+24% +$2.83K ﹤0.01% 401
2021
Q4 		$12K Hold
125
– – ﹤0.01% 388
2021
Q3 		$11K Buy
+125
New +$11.7K ﹤0.01% 343

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mascoma Wealth Management's WEC Position: Q1 2024 in Review

Mascoma Wealth Management sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 125 shares — an estimated $10.5K sold.

Mascoma Wealth Management first reported a position in WEC in Q3 2021 and held it in 10 quarters. The position peaked at $15K in Q1 2022. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Mascoma Wealth Management reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 125 WEC Energy shares in Q1 2024, an estimated $10.5K.
  • Mascoma Wealth Management first reported a position in WEC Energy in Q3 2021 and held it in 10 quarters.
  • Mascoma Wealth Management's WEC Energy position peaked at $15K in Q1 2022.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Mascoma Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.