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American Portfolios Advisors’s WEC Energy WEC Stock Holding History

American Portfolios 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
2022
Q3 		$92.3K Hold
1,032
– – ﹤0.01% 1398
2022
Q2 		$104K Buy
1,032
+8
+0.8% +$811 ﹤0.01% 1378
2022
Q1 		$102K Sell
1,024
-462
-31% -$43.6K ﹤0.01% 1496
2021
Q4 		$144K Buy
1,486
+445
+43% +$40.7K ﹤0.01% 1327
2021
Q3 		$91.8K Sell
1,041
-2,486
-70% -$233K ﹤0.01% 1496
2021
Q2 		$314K Buy
3,527
+2,628
+292% +$248K 0.01% 935
2021
Q1 		$84.1K Sell
899
-337
-27% -$29.4K ﹤0.01% 1389
2020
Q4 		$114K Sell
1,236
-74
-6% -$7.2K 0.01% 1103
2020
Q3 		$127K Buy
1,310
+2
+0.2% +$186 0.01% 978
2020
Q2 		$115K Buy
1,308
+398
+44% +$35.9K 0.01% 947
2020
Q1 		$80.2K Sell
910
-452
-33% -$43.5K 0.01% 965
2019
Q4 		$126K Sell
1,362
-11,609
-89% -$1.06M 0.01% 940
2019
Q3 		$1.23M Buy
12,971
+5,829
+82% +$525K 0.1% 210
2019
Q2 		$595K Sell
7,142
-274
-4% -$22K 0.05% 344
2019
Q1 		$586K Buy
7,416
+546
+8% +$40.5K 0.06% 329
2018
Q4 		$476K Hold
6,870
– – 0.06% 288
2018
Q3 		$459K Sell
6,870
-100
-1% -$6.67K 0.05% 339
2018
Q2 		$451K Buy
6,970
+100
+1% +$6.21K 0.06% 307
2018
Q1 		$431K Sell
6,870
-429
-6% -$26.6K 0.06% 297
2017
Q4 		$485K Buy
+7,299
New +$490K 0.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Portfolios Advisors's WEC Position: Q3 2022 in Review

American Portfolios Advisors held its WEC Energy (WEC) position steady in Q3 2022 at 1,032 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

American Portfolios Advisors first reported a position in WEC in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.23M in Q3 2019. 1,014 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

  • American Portfolios Advisors held 1,032 shares of WEC Energy worth $92.3K as of Q3 2022.
  • American Portfolios Advisors left its WEC Energy share count unchanged in Q3 2022.
  • WEC Energy made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1398 holding.
  • American Portfolios Advisors first reported a position in WEC Energy in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WEC Energy position peaked at $1.23M in Q3 2019.
  • 1,014 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.