SA
WEC icon

SpiderRock Advisors’s WEC Energy WEC Stock Holding History

SpiderRock Advisors’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
2022
Q1 		– Hold
0
– -$562K – 168
2021
Q4 		– Hold
0
– – – 78
2021
Q3 		– Hold
0
– – – 71
2021
Q2 		– Hold
0
– – – 69
2021
Q1 		– Hold
0
– – – 66
2020
Q4 		– Hold
0
– – – 61
2020
Q3 		– Hold
0
– – – 61
2020
Q2 		– Hold
0
– – – 58
2020
Q1 		– Hold
0
– – – 49

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SpiderRock Advisors's WEC Position: Q3 2024 in Review

SpiderRock Advisors increased its WEC Energy (WEC) stake by 196% in Q3 2024, buying an estimated $1.19M and bringing the position to 20,319 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #329.

SpiderRock Advisors first reported a position in WEC in Q1 2024 and has held it in 3 quarters since. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • SpiderRock Advisors held 20,319 shares of WEC Energy worth $1.95M as of Q3 2024.
  • SpiderRock Advisors bought 13,452 WEC Energy shares in Q3 2024, an estimated $1.19M.
  • WEC Energy made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #329 holding.
  • SpiderRock Advisors first reported a position in WEC Energy in Q1 2024 and has held it in 3 quarters since.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.