Wells Financial Advisors’s WEC Energy WEC Stock Holding History

Wells Financial 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 Q4	–	Sell	-67	Closed	-$6.44K	–	105
2024 Q3	$6.44K	Buy	+67	New	+$5.94K	0.01%	86

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Financial Advisors's WEC Position: Q4 2024 in Review

Wells Financial Advisors sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 67 shares — an estimated $6.44K sold.

Wells Financial Advisors first reported a position in WEC in Q3 2024 and held it in 1 quarter. The position peaked at $6.44K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

Wells Financial Advisors reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 67 WEC Energy shares in Q4 2024, an estimated $6.44K.
Wells Financial Advisors first reported a position in WEC Energy in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's WEC Energy position peaked at $6.44K in Q3 2024.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.