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Atlanta Consulting Group Advisors’s WEC Energy WEC Stock Holding History

Atlanta Consulting Group 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
Q4 		– Sell
-3,876
Closed -$373K – 228
2024
Q3 		$373K Buy
+3,876
New +$344K 0.09% 157

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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

Atlanta Consulting Group Advisors's WEC Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 3,876 shares — an estimated $373K sold.

Atlanta Consulting Group Advisors first reported a position in WEC in Q3 2024 and held it in 1 quarter. The position peaked at $373K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Atlanta Consulting Group Advisors reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 3,876 WEC Energy shares in Q4 2024, an estimated $373K.
  • Atlanta Consulting Group Advisors first reported a position in WEC Energy in Q3 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's WEC Energy position peaked at $373K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.