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Retirement Group’s WEC Energy WEC Stock Holding History

Retirement 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 		$2.22K Hold
27
– – ﹤0.01% 647
2023
Q4 		$2.27K Buy
+27
New +$2.22K ﹤0.01% 629
2022
Q3 		– Sell
-136
Closed -$14K – 813
2022
Q2 		$14K Hold
136
– – 0.01% 388
2022
Q1 		$14K Buy
136
+27
+25% +$2.55K 0.01% 406
2021
Q4 		$11K Buy
+109
New +$9.96K ﹤0.01% 425
2021
Q1 		– Sell
-15
Closed -$3K – 794
2020
Q4 		$3K Sell
15
-23
-61% -$2.24K ﹤0.01% 562
2020
Q3 		$4K Hold
38
– – ﹤0.01% 519
2020
Q2 		$3K Buy
+38
New +$3.43K ﹤0.01% 517
2019
Q4 		$3K Buy
+38
New +$3.46K ﹤0.01% 509

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

Retirement Group's WEC Position: Q1 2024 in Review

Retirement Group held its WEC Energy (WEC) position steady in Q1 2024 at 27 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Retirement Group first reported a position in WEC in Q4 2019 and has held it in 9 quarters since. The position peaked at $14K in Q2 2022. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Retirement Group held 27 shares of WEC Energy worth $2.22K as of Q1 2024.
  • Retirement Group left its WEC Energy share count unchanged in Q1 2024.
  • WEC Energy made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #647 holding.
  • Retirement Group first reported a position in WEC Energy in Q4 2019 and has held it in 9 quarters since.
  • Retirement Group's WEC Energy position peaked at $14K in Q2 2022.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.