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Financial Synergies Wealth Advisors’s WEC Energy WEC Stock Holding History

Financial Synergies Wealth 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
Q1 		– Sell
-4
Closed -$376 – 561
2023
Q4 		$376 Hold
4
– – ﹤0.01% 400
2023
Q3 		$323 Hold
4
– – ﹤0.01% 471
2023
Q2 		$353 Hold
4
– – ﹤0.01% 462
2023
Q1 		$380 Hold
4
– – ﹤0.01% 444
2022
Q4 		$376 Hold
4
– – ﹤0.01% 400
2022
Q3 		$358 Hold
4
– – ﹤0.01% 391
2022
Q2 		$403 Buy
+4
New +$406 ﹤0.01% 392

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

Financial Synergies Wealth Advisors's WEC Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 4 shares — an estimated $376 sold.

Financial Synergies Wealth Advisors first reported a position in WEC in Q2 2022 and held it in 7 quarters. The position peaked at $403 in Q2 2022. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 WEC Energy shares in Q1 2024, an estimated $376.
  • Financial Synergies Wealth Advisors first reported a position in WEC Energy in Q2 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's WEC Energy position peaked at $403 in Q2 2022.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.