ODG
WEC icon

O'Dell Group’s WEC Energy WEC Stock Holding History

O'Dell 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
Q1 		– Sell
-200
Closed -$16.8K – 483
2023
Q4 		$16.8K Buy
+200
New +$16.5K ﹤0.01% 308
2023
Q3 		– Sell
-200
Closed -$17.6K – 489
2023
Q2 		$17.6K Buy
+200
New +$18.5K 0.01% 289
2022
Q1 		– Sell
-51
Closed -$5K – 590
2021
Q4 		$5K Hold
51
– – ﹤0.01% 398
2021
Q3 		$4K Buy
+51
New +$4.78K ﹤0.01% 406

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

O'Dell Group's WEC Position: Q1 2024 in Review

O'Dell Group sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 200 shares — an estimated $16.8K sold.

O'Dell Group first reported a position in WEC in Q3 2021 and held it in 4 quarters. The position peaked at $17.6K in Q2 2023. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • O'Dell Group reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 200 WEC Energy shares in Q1 2024, an estimated $16.8K.
  • O'Dell Group first reported a position in WEC Energy in Q3 2021 and held it in 4 quarters.
  • O'Dell Group's WEC Energy position peaked at $17.6K in Q2 2023.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.