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Valley Wealth Managers’s WEC Energy WEC Stock Holding History

Valley Wealth Managers’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
-40
Closed -$3.14K – 446
2024
Q2 		$3.14K Buy
+40
New +$3.25K ﹤0.01% 321
2023
Q1 		– Sell
-75
Closed -$7.03K – 385
2022
Q4 		$7.03K Hold
75
– – ﹤0.01% 312
2022
Q3 		$7K Hold
75
– – ﹤0.01% 341
2022
Q2 		$8K Buy
+75
New +$7.6K ﹤0.01% 344

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

Valley Wealth Managers's WEC Position: Q3 2024 in Review

Valley Wealth Managers sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 40 shares — an estimated $3.14K sold.

Valley Wealth Managers first reported a position in WEC in Q2 2022 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Valley Wealth Managers reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 40 WEC Energy shares in Q3 2024, an estimated $3.14K.
  • Valley Wealth Managers first reported a position in WEC Energy in Q2 2022 and held it in 4 quarters.
  • Valley Wealth Managers's WEC Energy position peaked at $8K in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.