Sugarloaf Wealth Management’s WEC Energy WEC Stock Holding History

Sugarloaf Wealth Management’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	$52K	Hold	553	–	–	0.01%	290
2024 Q3	$53.2K	Hold	553	–	–	0.01%	299
2024 Q2	$43.4K	Hold	553	–	–	0.01%	309
2024 Q1	$45.4K	Hold	553	–	–	0.01%	299
2023 Q4	$46.5K	Hold	553	–	–	0.01%	294
2023 Q3	$44.5K	Hold	553	–	–	0.01%	300
2023 Q2	$48.8K	Hold	553	–	–	0.01%	294
2023 Q1	$52.4K	Hold	553	–	–	0.01%	284
2022 Q4	$51.8K	Hold	553	–	–	0.01%	277
2022 Q3	$50K	Hold	553	–	–	0.01%	288
2022 Q2	$56K	Hold	553	–	–	0.01%	270
2022 Q1	$55K	Hold	553	–	–	0.01%	272
2021 Q4	$54K	Hold	553	–	–	0.01%	285
2021 Q3	$49K	Hold	553	–	–	0.01%	272
2021 Q2	$49K	Hold	553	–	–	0.01%	270
2021 Q1	$52	Hold	553	–	–	0.02%	264
2020 Q4	$51K	Hold	553	–	–	0.02%	251
2020 Q3	$54K	Sell	553 -259	-32%	-$24.1K	0.02%	229
2020 Q2	$71K	Buy	812 +2	+0.2%	+$180	0.03%	196
2020 Q1	$71K	Buy	810 +1	+0.1%	+$96	0.03%	180
2019 Q4	$75K	Buy	+809	New	+$73.8K	0.03%	210

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's WEC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its WEC Energy (WEC) position steady in Q4 2024 at 553 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #290.

Sugarloaf Wealth Management first reported a position in WEC in Q4 2019 and has held it in 21 quarters since. The position peaked at $75K in Q4 2019. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

Sugarloaf Wealth Management held 553 shares of WEC Energy worth $52K as of Q4 2024.
Sugarloaf Wealth Management left its WEC Energy share count unchanged in Q4 2024.
WEC Energy made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #290 holding.
Sugarloaf Wealth Management first reported a position in WEC Energy in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's WEC Energy position peaked at $75K in Q4 2019.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.