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Frazier Financial Advisors’s WEC Energy WEC Stock Holding History

Frazier Financial 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
2025
Q1 		– Sell
-193
Closed -$18.2K – 664
2024
Q4 		$18.2K Buy
193
+1
+0.5% +$97 0.01% 262
2024
Q3 		$18.4K Buy
+192
New +$17K 0.01% 270

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

Frazier Financial Advisors's WEC Position: Q1 2025 in Review

Frazier Financial Advisors sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 193 shares — an estimated $18.2K sold.

Frazier Financial Advisors first reported a position in WEC in Q3 2024 and held it in 2 quarters. The position peaked at $18.4K in Q3 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Frazier Financial Advisors reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Frazier Financial Advisors sold 193 WEC Energy shares in Q1 2025, an estimated $18.2K.
  • Frazier Financial Advisors first reported a position in WEC Energy in Q3 2024 and held it in 2 quarters.
  • Frazier Financial Advisors's WEC Energy position peaked at $18.4K in Q3 2024.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Frazier Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.