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SYSTM Wealth Solutions’s WEC Energy WEC Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-588
Closed -$46.1K – 630
2024
Q2 		$46.1K Sell
588
-269
-31% -$21.9K 0.01% 292
2024
Q1 		$70.4K Buy
857
+6
+0.7% +$483 0.01% 531
2023
Q4 		$71.6K Buy
+851
New +$70.1K 0.01% 519

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

SYSTM Wealth Solutions's WEC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 588 shares — an estimated $46.1K sold.

SYSTM Wealth Solutions first reported a position in WEC in Q4 2023 and held it in 3 quarters. The position peaked at $71.6K in Q4 2023. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 588 WEC Energy shares in Q3 2024, an estimated $46.1K.
  • SYSTM Wealth Solutions first reported a position in WEC Energy in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's WEC Energy position peaked at $71.6K in Q4 2023.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.