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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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 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 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