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Naples Money Management’s WEC Energy WEC Stock Holding History

Naples Money 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
Q3 		$8.66K Hold
90
– – 0.01% 201
2024
Q2 		$6.99K Hold
90
– – 0.01% 228
2024
Q1 		$7.39K Hold
90
– – 0.01% 225
2023
Q4 		$7.58K Buy
+90
New +$7.41K 0.01% 230

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
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 $344B AUM 42.99% 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

Naples Money Management's WEC Position: Q3 2024 in Review

Naples Money Management held its WEC Energy (WEC) position steady in Q3 2024 at 90 shares worth $8.66K. The position accounts for 0.01% of the portfolio, ranked #201.

Naples Money Management first reported a position in WEC in Q4 2023 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Naples Money Management held 90 shares of WEC Energy worth $8.66K as of Q3 2024.
  • Naples Money Management left its WEC Energy share count unchanged in Q3 2024.
  • WEC Energy made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #201 holding.
  • Naples Money Management first reported a position in WEC Energy in Q4 2023 and has held it in 4 quarters since.
  • 1,131 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.