SWMG
WEC icon

Signature Wealth Management Group’s WEC Energy WEC Stock Holding History

Signature Wealth Management 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 		– Sell
-41,699
Closed -$3.51M – 105
2023
Q4 		$3.51M Buy
+41,699
New +$3.43M 1.62% 27
2023
Q2 		$3.57M Buy
40,506
+1,671
+4% +$154K 1.66% 24
2023
Q1 		$3.68M Buy
38,835
+2,447
+7% +$227K 1.75% 24
2022
Q4 		$3.41M Buy
36,388
+908
+3% +$83.9K 1.67% 28
2022
Q3 		$3.17M Sell
35,480
-3,152
-8% -$322K 1.61% 30
2022
Q2 		$3.89M Sell
38,632
-647
-2% -$65.6K 1.89% 17
2022
Q1 		$3.92M Buy
39,279
+3,690
+10% +$348K 1.76% 18
2021
Q4 		$3.46M Buy
35,589
+172
+0.5% +$15.7K 1.74% 24
2021
Q3 		$3.12M Sell
35,417
-179
-0.5% -$16.8K 1.74% 32
2021
Q2 		$3.17M Sell
35,596
-661
-2% -$62.3K 1.76% 33
2021
Q1 		$3.39M Buy
36,257
+7,493
+26% +$653K 2% 14
2020
Q4 		$2.65M Buy
28,764
+32
+0.1% +$3.11K 1.67% 34
2020
Q3 		$2.78M Buy
+28,732
New +$2.68M 2% 25
2019
Q1 		– Sell
-43,691
Closed -$3.03M – 77
2018
Q4 		$3.03M Sell
43,691
-11,594
-21% -$814K 2.35% 14
2018
Q3 		$3.86M Sell
55,285
-1,547
-3% -$103K 2.86% 4
2018
Q2 		$3.67M Buy
56,832
+263
+0.5% +$16.3K 2.72% 7
2018
Q1 		$3.55M Buy
56,569
+5
+0% +$310 2.74% 5
2017
Q4 		$3.76M Buy
+56,564
New +$3.8M 2.76% 6

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Signature Wealth Management Group's WEC Position: Q1 2024 in Review

Signature Wealth Management Group sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 41,699 shares — an estimated $3.51M sold.

Signature Wealth Management Group first reported a position in WEC in Q4 2017 and held it in 18 quarters. The position peaked at $3.92M in Q1 2022. 1,040 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Signature Wealth Management Group reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Signature Wealth Management Group sold 41,699 WEC Energy shares in Q1 2024, an estimated $3.51M.
  • Signature Wealth Management Group first reported a position in WEC Energy in Q4 2017 and held it in 18 quarters.
  • Signature Wealth Management Group's WEC Energy position peaked at $3.92M in Q1 2022.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Signature Wealth Management Group's 13F filing for Q1 2024, filed 22 Apr 2024.