Proffitt & Goodson’s WEC Energy WEC Stock Holding History

Proffitt & Goodson’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 Q4	–	Sell	-11	Closed	-$1.06K	–	317
2024 Q3	$1.06K	Buy	+11	New	+$975	﹤0.01%	287

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Proffitt & Goodson's WEC Position: Q4 2024 in Review

Proffitt & Goodson sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 11 shares — an estimated $1.06K sold.

Proffitt & Goodson first reported a position in WEC in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

Proffitt & Goodson reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
Proffitt & Goodson sold 11 WEC Energy shares in Q4 2024, an estimated $1.06K.
Proffitt & Goodson first reported a position in WEC Energy in Q3 2024 and held it in 1 quarter.
Proffitt & Goodson's WEC Energy position peaked at $1.06K in Q3 2024.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.