FAG
WEC icon

Fortitude Advisory Group’s WEC Energy WEC Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-343
Closed -$34K – 1293
2022
Q1 		$34K Hold
343
– – 0.02% 650
2021
Q4 		$33K Buy
+343
New +$31.4K 0.02% 673

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fortitude Advisory Group's WEC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of WEC Energy (WEC) in Q2 2022, closing a stake of 343 shares — an estimated $34K sold.

Fortitude Advisory Group first reported a position in WEC in Q4 2021 and held it in 2 quarters. The position peaked at $34K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining WEC Energy position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 343 WEC Energy shares in Q2 2022, an estimated $34K.
  • Fortitude Advisory Group first reported a position in WEC Energy in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's WEC Energy position peaked at $34K in Q1 2022.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.