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Coppell Advisory Solutions’s WEC Energy WEC Stock Holding History

Coppell Advisory 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
Q1 		– Sell
-69
Closed -$6.5K – 1866
2024
Q4 		$6.5K Sell
69
-7
-9% -$679 ﹤0.01% 1257
2024
Q3 		$7.24K Buy
76
+7
+10% +$620 ﹤0.01% 1168
2024
Q2 		$5.41K Buy
+69
New +$5.61K ﹤0.01% 1183
2023
Q4 		$7.15K Buy
85
+82
+2,733% +$6.75K ﹤0.01% 1020
2023
Q3 		$281 Sell
3
-66
-96% -$5.74K ﹤0.01% 1084
2023
Q2 		$6.04K Buy
+69
New +$6.38K ﹤0.01% 813
2023
Q1 		– Sell
-3
Closed -$281 – 1083
2022
Q4 		$281 Buy
+3
New +$277 ﹤0.01% 1085

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions's WEC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 69 shares — an estimated $6.5K sold.

Coppell Advisory Solutions first reported a position in WEC in Q4 2022 and held it in 7 quarters. The position peaked at $7.24K in Q3 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 69 WEC Energy shares in Q1 2025, an estimated $6.5K.
  • Coppell Advisory Solutions first reported a position in WEC Energy in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's WEC Energy position peaked at $7.24K in Q3 2024.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.