Wetzel Investment Advisors’s WEC Energy WEC Stock Holding History

Wetzel 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	-167	Closed	-$14K	–	1096
2023 Q4	$14K	Buy	+167	New	+$13.8K	0.01%	448

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Wetzel Investment Advisors sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 167 shares — an estimated $14K sold.

Wetzel Investment Advisors first reported a position in WEC in Q4 2023 and held it in 1 quarter. The position peaked at $14K in Q4 2023. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

Wetzel Investment Advisors reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 167 WEC Energy shares in Q1 2024, an estimated $14K.
Wetzel Investment Advisors first reported a position in WEC Energy in Q4 2023 and held it in 1 quarter.
Wetzel Investment Advisors's WEC Energy position peaked at $14K in Q4 2023.
1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.