TFO Wealth Partners’s WEC Energy WEC Stock Holding History

TFO 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 Q1	–	Sell	-5	Closed	-$421	–	927
2023 Q4	$421	Sell	5 -320	-98%	-$26.4K	﹤0.01%	386
2023 Q3	$28.7K	Buy	325 +5	+2%	+$434	0.01%	118
2023 Q2	$28.2K	Buy	320 +204	+176%	+$18.8K	0.01%	110
2023 Q1	$11K	Buy	116 +94	+427%	+$8.7K	﹤0.01%	106
2022 Q4	$510	Sell	22 -94	-81%	-$8.69K	﹤0.01%	475
2022 Q3	$10K	Sell	116 -24	-17%	-$2.45K	﹤0.01%	90
2022 Q2	$14K	Buy	140 +24	+21%	+$2.43K	﹤0.01%	107
2022 Q1	$12K	Hold	116	–	–	﹤0.01%	96
2021 Q4	$11K	Hold	116	–	–	﹤0.01%	89
2021 Q3	$10K	Hold	116	–	–	﹤0.01%	94
2021 Q2	$10K	Hold	116	–	–	﹤0.01%	67
2021 Q1	$11K	Sell	116 -204	-64%	-$17.8K	﹤0.01%	127
2020 Q4	$29K	Hold	320	–	–	0.01%	59
2020 Q3	$31K	Hold	320	–	–	0.01%	55
2020 Q2	$28K	Hold	320	–	–	0.01%	60
2020 Q1	$28K	Hold	320	–	–	0.01%	72
2019 Q4	$29K	Buy	+320	New	+$29.2K	0.03%	80

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TFO Wealth Partners's WEC Position: Q1 2024 in Review

TFO Wealth Partners sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 5 shares — an estimated $421 sold.

TFO Wealth Partners first reported a position in WEC in Q4 2019 and held it in 17 quarters. The position peaked at $31K in Q3 2020. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

TFO Wealth Partners reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 WEC Energy shares in Q1 2024, an estimated $421.
TFO Wealth Partners first reported a position in WEC Energy in Q4 2019 and held it in 17 quarters.
TFO Wealth Partners's WEC Energy position peaked at $31K in Q3 2020.
1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.