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Second Half Financial Partners’s WEC Energy WEC Stock Holding History

Second Half Financial Partners’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
-17,363
Closed -$1.67M – 110
2024
Q3 		$1.67M Sell
17,363
-15,833
-48% -$1.4M 0.89% 35
2024
Q2 		$2.6M Sell
33,196
-776
-2% -$63K 2.09% 16
2024
Q1 		$2.79M Buy
33,972
+380
+1% +$30.6K 1.24% 33
2023
Q4 		$2.83M Buy
+33,592
New +$2.77M 1.4% 22
2022
Q3 		– Sell
-40,929
Closed -$3.83M – 67
2022
Q2 		$3.83M Hold
40,929
– – 2.95% 16
2022
Q1 		$3.83M Buy
+40,929
New +$3.87M 2.95% 16

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

Second Half Financial Partners's WEC Position: Q4 2024 in Review

Second Half Financial Partners sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 17,363 shares — an estimated $1.67M sold.

Second Half Financial Partners first reported a position in WEC in Q1 2022 and held it in 6 quarters. The position peaked at $3.83M in Q2 2022. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Second Half Financial Partners reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 17,363 WEC Energy shares in Q4 2024, an estimated $1.67M.
  • Second Half Financial Partners first reported a position in WEC Energy in Q1 2022 and held it in 6 quarters.
  • Second Half Financial Partners's WEC Energy position peaked at $3.83M in Q2 2022.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.