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Ulland Investment Advisors’s WEC Energy WEC Stock Holding History

Ulland Investment 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
2024
Q1 		– Sell
-331
Closed -$28K – 260
2023
Q4 		$28K Hold
331
– – 0.03% 123
2023
Q3 		$27K Hold
331
– – 0.03% 124
2023
Q2 		$29K Hold
331
– – 0.03% 121
2023
Q1 		$31K Hold
331
– – 0.04% 109
2022
Q4 		$31K Hold
331
– – 0.04% 113
2022
Q3 		$30K Hold
331
– – 0.03% 114
2022
Q2 		$33K Hold
331
– – 0.03% 116
2022
Q1 		$33K Hold
331
– – 0.02% 122
2021
Q4 		$32K Buy
+331
New +$30.3K 0.02% 123

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Ulland Investment Advisors's WEC Position: Q1 2024 in Review

Ulland Investment Advisors sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 331 shares — an estimated $28K sold.

Ulland Investment Advisors first reported a position in WEC in Q4 2021 and held it in 9 quarters. The position peaked at $33K in Q2 2022. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Ulland Investment Advisors reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 331 WEC Energy shares in Q1 2024, an estimated $28K.
  • Ulland Investment Advisors first reported a position in WEC Energy in Q4 2021 and held it in 9 quarters.
  • Ulland Investment Advisors's WEC Energy position peaked at $33K in Q2 2022.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.