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Peterson Financial Group’s WEC Energy WEC Stock Holding History

Peterson Financial 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
Q3 		$3.3K Buy
+34
New +$3.01K 0.01% 330

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

Peterson Financial Group's WEC Position: Q3 2024 in Review

Peterson Financial Group opened a new position in WEC Energy (WEC) in Q3 2024: 34 shares worth $3.3K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings.

1,131 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Peterson Financial Group held 34 shares of WEC Energy worth $3.3K as of Q3 2024.
  • WEC Energy was a new Peterson Financial Group position in Q3 2024.
  • WEC Energy made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #330 holding.
  • 1,131 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.