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Wintrust Investments’s WEC Energy WEC Stock Holding History

Wintrust Investments’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 		$52K Buy
560
+70
+14% +$6.79K 0.05% 248
2024
Q3 		$47K Sell
490
-3,753
-88% -$333K 0.03% 318
2024
Q2 		$333K Sell
4,243
-298
-7% -$24.2K 0.03% 355
2024
Q1 		$373K Buy
4,541
+2
+0% +$161 0.03% 338
2023
Q4 		$382K Buy
4,539
+684
+18% +$56.3K 0.04% 321
2023
Q3 		$311K Buy
3,855
+2
+0.1% +$174 0.03% 325
2023
Q2 		$340K Buy
+3,853
New +$356K 0.03% 318
2023
Q1 		– Sell
-4,465
Closed -$419K – 405
2022
Q4 		$419K Buy
4,465
+576
+15% +$53.2K 0.05% 236
2022
Q3 		$348K Sell
3,889
-39
-1% -$3.98K 0.04% 279
2022
Q2 		$395K Buy
3,928
+18
+0.5% +$1.82K 0.05% 256
2022
Q1 		$390K Buy
3,910
+16
+0.4% +$1.51K 0.04% 284
2021
Q4 		$378K Buy
+3,894
New +$356K 0.04% 301
2021
Q3 		– Sell
-4,261
Closed -$379K – 412
2021
Q2 		$379K Buy
4,261
+324
+8% +$30.5K 0.04% 296
2021
Q1 		$368K Buy
3,937
+107
+3% +$9.33K 0.04% 300
2020
Q4 		$352K Sell
3,830
-33
-0.9% -$3.21K 0.1% 124
2020
Q3 		$374K Sell
3,863
-62
-2% -$5.78K 0.05% 239
2020
Q2 		$344K Sell
3,925
-92
-2% -$8.3K 0.05% 252
2020
Q1 		$354K Buy
4,017
+246
+7% +$23.7K 0.06% 220
2019
Q4 		$348K Sell
3,771
-364
-9% -$33.2K 0.05% 264
2019
Q3 		$393K Sell
4,135
-287
-6% -$25.9K 0.06% 236
2019
Q2 		$369K Buy
4,422
+14
+0.3% +$1.12K 0.06% 252
2019
Q1 		$349K Hold
4,408
– – 0.06% 255
2018
Q4 		$305K Sell
4,408
-229
-5% -$16.1K 0.06% 254
2018
Q3 		$310K Sell
4,637
-5
-0.1% -$333 0.05% 284
2018
Q2 		$300K Buy
4,642
+462
+11% +$28.7K 0.05% 281
2018
Q1 		$262K Buy
4,180
+228
+6% +$14.1K 0.07% 212
2017
Q4 		$263K Buy
3,952
+620
+19% +$41.6K 0.06% 242
2017
Q3 		$209K Buy
+3,332
New +$213K 0.05% 261

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wintrust Investments's WEC Position: Q4 2024 in Review

Wintrust Investments increased its WEC Energy (WEC) stake by 14% in Q4 2024, buying an estimated $6.79K and bringing the position to 560 shares worth $52K. The position accounts for 0.05% of the portfolio, ranked #248.

Wintrust Investments first reported a position in WEC in Q3 2017 and has held it in 28 quarters since. The position peaked at $419K in Q4 2022. 1,198 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Wintrust Investments held 560 shares of WEC Energy worth $52K as of Q4 2024.
  • Wintrust Investments bought 70 WEC Energy shares in Q4 2024, an estimated $6.79K.
  • WEC Energy made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #248 holding.
  • Wintrust Investments first reported a position in WEC Energy in Q3 2017 and has held it in 28 quarters since.
  • Wintrust Investments's WEC Energy position peaked at $419K in Q4 2022.
  • 1,198 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.