Gateway Fund WEC Holdings History

Number of Shares
227,581.00
Current Holdings Value*
$24.80 Mil
% of Portfolio
0.38%
Total Estimate Gain
$5.32 Mil
% of Total Estimate Gain
8.57%

Gateway Fund's WEC Energy Group Inc Holding Summary

As of 2025-03-31, Gateway Trust held 227,581.00 shares of WEC Energy Group Inc(WEC), totaling $24.80 Mil. This investment constitutes 0.38% of their stock portfolio, and Gateway Trust now holds 0.07% of the outstanding WEC Energy Group Inc(WEC) stock.

The initial trade took place in 2019Q3. And since then Gateway Fund has made 5 purchases of WEC, at an average price of $90.25, for a total of 687,835.00 shares. In addition, there have been 5 sales at an average price of $93.12 for 460,254.00 shares. Based on historical transaction data and WEC's current price of $107.82, Gateway Fund's estimated gain on his WEC holdings is $5.32 Mil, reflecting a 8.57% gain to date.

Gateway Fund WEC ($107.82) Holding Chart

Gateway Fund WEC ($107.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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