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Northwest Bank & Trust’s WEC Energy WEC Stock Holding History

Northwest Bank & Trust’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 		– Sell
-300
Closed -$23.5K – 203
2024
Q2 		$23.5K Hold
300
– – 0.02% 139
2024
Q1 		$24.8K Hold
300
– – 0.02% 133
2023
Q4 		$25.3K Buy
+300
New +$24.7K 0.02% 136
2023
Q2 		$26.5K Buy
+300
New +$27.7K 0.03% 135

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 $1.88T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwest Bank & Trust's WEC Position: Q3 2024 in Review

Northwest Bank & Trust sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 300 shares — an estimated $23.5K sold.

Northwest Bank & Trust first reported a position in WEC in Q2 2023 and held it in 4 quarters. The position peaked at $26.5K in Q2 2023. 1,131 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Northwest Bank & Trust reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Northwest Bank & Trust sold 300 WEC Energy shares in Q3 2024, an estimated $23.5K.
  • Northwest Bank & Trust first reported a position in WEC Energy in Q2 2023 and held it in 4 quarters.
  • Northwest Bank & Trust's WEC Energy position peaked at $26.5K in Q2 2023.
  • 1,131 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Northwest Bank & Trust's 13F filing for Q3 2024, filed 9 Oct 2024.