B.O.S.S. Retirement Advisors’s WEC Energy WEC Stock Holding History

B.O.S.S. Retirement 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	-12,411	Closed	-$1.19M	–	294
2024 Q3	$1.19M	Buy	12,411 +562	+5%	+$49.8K	0.24%	108
2024 Q2	$930K	Buy	11,849 +301	+3%	+$24.5K	0.24%	110
2024 Q1	$972K	Sell	11,548 -1,359	-11%	-$109K	0.37%	98
2023 Q4	$1.09M	Sell	12,907 -2,314	-15%	-$191K	0.21%	152
2023 Q3	$1.23M	Sell	15,221 -1,194	-7%	-$104K	0.26%	151
2023 Q2	$1.45M	Sell	16,415 -1,805	-10%	-$167K	0.31%	139
2023 Q1	$1.73M	Buy	18,220 +2,619	+17%	+$242K	0.41%	98
2022 Q4	$1.46M	Buy	+15,601	New	+$1.44M	0.37%	114

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B.O.S.S. Retirement Advisors's WEC Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 12,411 shares — an estimated $1.19M sold.

B.O.S.S. Retirement Advisors first reported a position in WEC in Q4 2022 and held it in 8 quarters. The position peaked at $1.73M in Q1 2023. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 12,411 WEC Energy shares in Q4 2024, an estimated $1.19M.
B.O.S.S. Retirement Advisors first reported a position in WEC Energy in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's WEC Energy position peaked at $1.73M in Q1 2023.
1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.