TW
WEC icon

TrinityPoint Wealth’s WEC Energy WEC Stock Holding History

TrinityPoint Wealth’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 		$1.03M Buy
10,935
+180
+2% +$17.5K 0.14% 153
2024
Q3 		$1.03M Buy
10,755
+134
+1% +$11.9K 0.15% 150
2024
Q2 		$833K Buy
10,621
+198
+2% +$16.1K 0.13% 156
2024
Q1 		$856K Buy
10,423
+97
+0.9% +$7.8K 0.14% 149
2023
Q4 		$869K Buy
10,326
+4,703
+84% +$387K 0.16% 134
2023
Q3 		$453K Buy
5,623
+29
+0.5% +$2.52K 0.09% 183
2023
Q2 		$494K Buy
5,594
+56
+1% +$5.17K 0.1% 179
2023
Q1 		$525K Buy
5,538
+70
+1% +$6.48K 0.11% 165
2022
Q4 		$513K Buy
5,468
+357
+7% +$33K 0.12% 171
2022
Q3 		$457K Buy
5,111
+286
+6% +$29.2K 0.1% 167
2022
Q2 		$486K Buy
4,825
+88
+2% +$8.92K 0.11% 160
2022
Q1 		$473K Buy
4,737
+75
+2% +$7.08K 0.09% 192
2021
Q4 		$453K Buy
4,662
+70
+2% +$6.4K 0.08% 201
2021
Q3 		$405K Buy
4,592
+120
+3% +$11.3K 0.08% 204
2021
Q2 		$398K Buy
4,472
+104
+2% +$9.8K 0.08% 193
2021
Q1 		$409K Sell
4,368
-55
-1% -$4.79K 0.1% 174
2020
Q4 		$395K Buy
4,423
+97
+2% +$9.44K 0.09% 170
2020
Q3 		$419K Buy
4,326
+196
+5% +$18.3K 0.12% 151
2020
Q2 		$362K Sell
4,130
-1,698
-29% -$153K 0.11% 153
2020
Q1 		$514K Buy
5,828
+667
+13% +$64.2K 0.2% 119
2019
Q4 		$476K Buy
5,161
+119
+2% +$10.8K 0.16% 130
2019
Q3 		$462K Buy
5,042
+485
+11% +$43.7K 0.16% 130
2019
Q2 		$391K Buy
4,557
+132
+3% +$10.6K 0.19% 111
2019
Q1 		$350K Buy
4,425
+470
+12% +$34.9K 0.17% 115
2018
Q4 		$274K Buy
+3,955
New +$278K 0.17% 130

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

TrinityPoint Wealth's WEC Position: Q4 2024 in Review

TrinityPoint Wealth increased its WEC Energy (WEC) stake by 1.7% in Q4 2024, buying an estimated $17.5K and bringing the position to 10,935 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #153.

TrinityPoint Wealth first reported a position in WEC in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.03M in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • TrinityPoint Wealth held 10,935 shares of WEC Energy worth $1.03M as of Q4 2024.
  • TrinityPoint Wealth bought 180 WEC Energy shares in Q4 2024, an estimated $17.5K.
  • WEC Energy made up 0.14% of TrinityPoint Wealth's portfolio in Q4 2024, its #153 holding.
  • TrinityPoint Wealth first reported a position in WEC Energy in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's WEC Energy position peaked at $1.03M in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.