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Red Tortoise LLC’s WEC Energy WEC Stock Holding History

Red Tortoise LLC’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
-1,514
Closed -$146K – 614
2024
Q3 		$146K Hold
1,514
– – 0.07% 88
2024
Q2 		$119K Hold
1,514
– – 0.06% 90
2024
Q1 		$124K Hold
1,514
– – 0.07% 85
2023
Q4 		$127K Sell
1,514
-58
-4% -$4.78K 0.07% 84
2023
Q3 		$127K Buy
1,572
+14
+0.9% +$1.22K 0.08% 82
2023
Q2 		$137K Hold
1,558
– – 0.09% 78
2023
Q1 		$148K Buy
1,558
+58
+4% +$5.37K 0.1% 75
2022
Q4 		$141K Buy
+1,500
New +$139K 0.1% 85
2021
Q4 		– Sell
-1,535
Closed -$137K – 500
2021
Q3 		$137K Buy
+1,535
New +$144K 0.11% 77

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $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

Red Tortoise LLC's WEC Position: Q4 2024 in Review

Red Tortoise LLC sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 1,514 shares — an estimated $146K sold.

Red Tortoise LLC first reported a position in WEC in Q3 2021 and held it in 9 quarters. The position peaked at $148K in Q1 2023. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Red Tortoise LLC reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Red Tortoise LLC sold 1,514 WEC Energy shares in Q4 2024, an estimated $146K.
  • Red Tortoise LLC first reported a position in WEC Energy in Q3 2021 and held it in 9 quarters.
  • Red Tortoise LLC's WEC Energy position peaked at $148K in Q1 2023.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Red Tortoise LLC's 13F filing for Q4 2024, filed 24 Jan 2025.