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Atria Wealth Solutions’s WEC Energy WEC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$488K Sell
4,684
-4,728
-50% -$503K 0.01% 922
2025
Q1 		$1.03M Sell
9,412
-10,982
-54% -$1.12M 0.01% 885
2024
Q4 		$1.92M Buy
20,394
+6,434
+46% +$624K 0.02% 658
2024
Q3 		$1.34M Buy
13,960
+761
+6% +$67.4K 0.01% 806
2024
Q2 		$1.04M Buy
13,199
+2,151
+19% +$175K 0.01% 885
2024
Q1 		$907K Buy
11,048
+687
+7% +$55.2K 0.01% 955
2023
Q4 		$872K Buy
10,361
+7,522
+265% +$619K 0.01% 927
2023
Q3 		$229K Sell
2,839
-2,765
-49% -$240K ﹤0.01% 1604
2023
Q2 		$494K Buy
5,604
+338
+6% +$31.2K 0.01% 1164
2023
Q1 		$499K Sell
5,266
-54
-1% -$5K 0.01% 1140
2022
Q4 		$499K Buy
5,320
+40
+0.8% +$3.7K 0.01% 1082
2022
Q3 		$472K Sell
5,280
-99
-2% -$10.1K 0.01% 1058
2022
Q2 		$541K Buy
5,379
+973
+22% +$98.7K 0.01% 931
2022
Q1 		$440K Buy
+4,406
New +$416K 0.01% 1137

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's WEC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WEC Energy (WEC) stake by 50% in Q2 2025, selling an estimated $503K and leaving 4,684 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #922.

Atria Wealth Solutions first reported a position in WEC in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2024. 1,258 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Atria Wealth Solutions held 4,684 shares of WEC Energy worth $488K as of Q2 2025.
  • Atria Wealth Solutions sold 4,728 WEC Energy shares in Q2 2025, an estimated $503K.
  • WEC Energy made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #922 holding.
  • Atria Wealth Solutions first reported a position in WEC Energy in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's WEC Energy position peaked at $1.92M in Q4 2024.
  • 1,258 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.