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Cetera Advisor Networks’s WEC Energy WEC Stock Holding History

Cetera Advisor Networks’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
Q1 		$5.74M Sell
69,849
-686
-1% -$55.2K 0.03% 572
2023
Q4 		$5.94M Buy
70,535
+33,340
+90% +$2.75M 0.03% 501
2023
Q3 		$3M Buy
37,195
+2,363
+7% +$205K 0.02% 733
2023
Q2 		$3.07M Sell
34,832
-517
-1% -$47.8K 0.02% 700
2023
Q1 		$3.35M Buy
35,349
+3,123
+10% +$289K 0.02% 647
2022
Q4 		$3.02M Buy
32,226
+6,541
+25% +$604K 0.02% 642
2022
Q3 		$2.3M Sell
25,685
-1,355
-5% -$138K 0.03% 539
2022
Q2 		$2.72M Sell
27,040
-3,217
-11% -$326K 0.03% 488
2022
Q1 		$3.02M Buy
30,257
+1,727
+6% +$163K 0.04% 476
2021
Q4 		$2.77M Buy
28,530
+296
+1% +$27.1K 0.03% 480
2021
Q3 		$2.49M Buy
28,234
+632
+2% +$59.3K 0.03% 479
2021
Q2 		$2.46M Buy
27,602
+1,209
+5% +$114K 0.03% 464
2021
Q1 		$2.47M Sell
26,393
-2,373
-8% -$207K 0.05% 319
2020
Q4 		$2.65M Buy
28,766
+2,590
+10% +$252K 0.06% 285
2020
Q3 		$2.54M Sell
26,176
-1,422
-5% -$132K 0.07% 260
2020
Q2 		$2.42M Sell
27,598
-1,097
-4% -$99K 0.06% 267
2020
Q1 		$2.53M Sell
28,695
-401
-1% -$38.6K 0.08% 221
2019
Q4 		$2.69M Sell
29,096
-381
-1% -$34.7K 0.07% 249
2019
Q3 		$2.8M Buy
29,477
+741
+3% +$66.8K 0.08% 219
2019
Q2 		$2.4M Sell
28,736
-1,361
-5% -$109K 0.07% 242
2019
Q1 		$2.38M Sell
30,097
-103
-0.3% -$7.64K 0.08% 231
2018
Q4 		$2.09M Sell
30,200
-549
-2% -$38.6K 0.08% 221
2018
Q3 		$2.05M Buy
+30,749
New +$2.05M 0.07% 232
2018
Q2 		– Sell
-14,343
Closed -$900K – 985
2018
Q1 		$900K Buy
14,343
+571
+4% +$35.4K 0.04% 348
2017
Q4 		$918K Sell
13,772
-7,324
-35% -$491K 0.04% 388
2017
Q3 		$1.33M Sell
21,096
-10,533
-33% -$672K 0.06% 262
2017
Q2 		$1.94M Sell
31,629
-771
-2% -$47.6K 0.09% 199
2017
Q1 		$1.96M Sell
32,400
-1,169
-3% -$68.9K 0.09% 201
2016
Q4 		$1.97M Sell
33,569
-8,338
-20% -$478K 0.1% 192
2016
Q3 		$2.51M Buy
41,907
+7,864
+23% +$491K 0.1% 197
2016
Q2 		$2.23M Buy
34,043
+1,999
+6% +$120K 0.13% 169
2016
Q1 		$1.93M Buy
32,044
+4,202
+15% +$235K 0.12% 176
2015
Q4 		$1.43M Buy
27,842
+100
+0.4% +$5.1K 0.09% 212
2015
Q3 		$1.45M Buy
+27,742
New +$1.35M 0.1% 203
2015
Q2 		– Sell
-25,352
Closed -$1.26M – 842
2015
Q1 		$1.26M Buy
25,352
+154
+0.6% +$8.05K 0.08% 247
2014
Q4 		$1.33M Buy
25,198
+465
+2% +$22.8K 0.09% 220
2014
Q3 		$1.06M Buy
24,733
+752
+3% +$33.4K 0.07% 262
2014
Q2 		$1.13M Hold
23,981
– – 0.07% 276
2014
Q1 		$1.11M Buy
23,981
+187
+0.8% +$8.06K 0.08% 257
2013
Q4 		$984K Buy
23,794
+825
+4% +$34.2K 0.08% 267
2013
Q3 		$929K Buy
+22,969
New +$956K 0.08% 245

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Cetera Advisor Networks's WEC Position: Q1 2024 in Review

Cetera Advisor Networks reduced its WEC Energy (WEC) stake by 0.97% in Q1 2024, selling an estimated $55.2K and leaving 69,849 shares worth $5.74M. The position accounts for 0.03% of the portfolio, ranked #572.

Cetera Advisor Networks first reported a position in WEC in Q3 2013 and has held it in 41 quarters since. The position peaked at $5.94M in Q4 2023. 1,040 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Cetera Advisor Networks held 69,849 shares of WEC Energy worth $5.74M as of Q1 2024.
  • Cetera Advisor Networks sold 686 WEC Energy shares in Q1 2024, an estimated $55.2K.
  • WEC Energy made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #572 holding.
  • Cetera Advisor Networks first reported a position in WEC Energy in Q3 2013 and has held it in 41 quarters since.
  • Cetera Advisor Networks's WEC Energy position peaked at $5.94M in Q4 2023.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.