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WR Wealth Planners’s WEC Energy WEC Stock Holding History

WR Wealth Planners’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 		$3.2K Sell
34
-110
-76% -$10.7K ﹤0.01% 777
2024
Q3 		$13.8K Buy
144
+10
+7% +$886 ﹤0.01% 578
2024
Q2 		$10.5K Buy
134
+15
+13% +$1.22K ﹤0.01% 581
2024
Q1 		$9.77K Buy
+119
New +$9.57K ﹤0.01% 606
2023
Q4 		– Sell
-110
Closed -$8.86K – 858
2023
Q3 		$8.86K Hold
110
– – ﹤0.01% 594
2023
Q2 		$9.71K Hold
110
– – ﹤0.01% 585
2023
Q1 		$10.4K Hold
110
– – ﹤0.01% 543
2022
Q4 		$10.3K Hold
110
– – 0.01% 261
2022
Q3 		$9.84K Hold
110
– – 0.01% 263
2022
Q2 		$11.1K Hold
110
– – 0.01% 272
2022
Q1 		$11K Buy
+110
New +$10.4K 0.01% 288

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

WR Wealth Planners's WEC Position: Q4 2024 in Review

WR Wealth Planners reduced its WEC Energy (WEC) stake by 76% in Q4 2024, selling an estimated $10.7K and leaving 34 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

WR Wealth Planners first reported a position in WEC in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.8K in Q3 2024. 1,198 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • WR Wealth Planners held 34 shares of WEC Energy worth $3.2K as of Q4 2024.
  • WR Wealth Planners sold 110 WEC Energy shares in Q4 2024, an estimated $10.7K.
  • WEC Energy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #777 holding.
  • WR Wealth Planners first reported a position in WEC Energy in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's WEC Energy position peaked at $13.8K in Q3 2024.
  • 1,198 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.