SWP
WEC icon

Significant Wealth Partners’s WEC Energy WEC Stock Holding History

Significant Wealth 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
-2,365
Closed -$227K – 124
2024
Q3 		$227K Buy
+2,365
New +$210K 0.12% 67
2024
Q1 		– Sell
-4,357
Closed -$367K – 200
2023
Q4 		$367K Buy
+4,357
New +$359K 0.27% 101

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

Significant Wealth Partners's WEC Position: Q4 2024 in Review

Significant Wealth Partners sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 2,365 shares — an estimated $227K sold.

Significant Wealth Partners first reported a position in WEC in Q4 2023 and held it in 2 quarters. The position peaked at $367K in Q4 2023. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Significant Wealth Partners reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 2,365 WEC Energy shares in Q4 2024, an estimated $227K.
  • Significant Wealth Partners first reported a position in WEC Energy in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's WEC Energy position peaked at $367K in Q4 2023.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.