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Union Savings Bank’s WEC Energy WEC Stock Holding History

Union Savings Bank’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 		– Sell
-1,100
Closed -$106K – 302
2024
Q3 		$106K Hold
1,100
– – 0.05% 178
2024
Q2 		$86.3K Hold
1,100
– – 0.05% 189
2024
Q1 		$90.3K Hold
1,100
– – 0.05% 184
2023
Q4 		$92.6K Hold
1,100
– – 0.05% 181
2023
Q3 		$88.6K Hold
1,100
– – 0.06% 176
2023
Q2 		$98.8K Buy
+1,100
New +$102K 0.06% 168

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

Union Savings Bank's WEC Position: Q4 2024 in Review

Union Savings Bank sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 1,100 shares — an estimated $106K sold.

Union Savings Bank first reported a position in WEC in Q2 2023 and held it in 6 quarters. The position peaked at $106K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Union Savings Bank reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Union Savings Bank sold 1,100 WEC Energy shares in Q4 2024, an estimated $106K.
  • Union Savings Bank first reported a position in WEC Energy in Q2 2023 and held it in 6 quarters.
  • Union Savings Bank's WEC Energy position peaked at $106K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Union Savings Bank's 13F filing for Q4 2024, filed 16 Jan 2025.