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Mattern Wealth Management’s WEC Energy WEC Stock Holding History

Mattern 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
Q2 		– Sell
-12,028
Closed -$988K – 185
2024
Q1 		$988K Sell
12,028
-64
-0.5% -$5.15K 0.24% 88
2023
Q4 		$1.02M Sell
12,092
-191
-2% -$15.7K 0.26% 85
2023
Q3 		$989K Buy
12,283
+2,593
+27% +$225K 0.29% 83
2023
Q2 		$855K Buy
9,690
+2,370
+32% +$219K 0.25% 86
2023
Q1 		$694K Buy
+7,320
New +$678K 0.23% 96
2021
Q1 		– Sell
-11,317
Closed -$1.04M – 163
2020
Q4 		$1.04M Sell
11,317
-1,478
-12% -$144K 0.39% 75
2020
Q3 		$1.24M Buy
12,795
+856
+7% +$79.8K 0.53% 59
2020
Q2 		$1.05M Buy
11,939
+1,060
+10% +$95.6K 0.51% 63
2020
Q1 		$959K Sell
10,879
-227
-2% -$21.8K 0.69% 48
2019
Q4 		$1.02M Buy
+11,106
New +$1.01M 0.61% 64

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mattern Wealth Management's WEC Position: Q2 2024 in Review

Mattern Wealth Management sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 12,028 shares — an estimated $988K sold.

Mattern Wealth Management first reported a position in WEC in Q4 2019 and held it in 10 quarters. The position peaked at $1.24M in Q3 2020. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • Mattern Wealth Management reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 12,028 WEC Energy shares in Q2 2024, an estimated $988K.
  • Mattern Wealth Management first reported a position in WEC Energy in Q4 2019 and held it in 10 quarters.
  • Mattern Wealth Management's WEC Energy position peaked at $1.24M in Q3 2020.
  • 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Mattern Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.