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Freedom Wealth Alliance’s WEC Energy WEC Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$483K Sell
5,993
-1,569
-21% -$136K 0.79% 21
2023
Q2 		$692K Buy
7,562
+1
+0% +$92 0.97% 17
2023
Q1 		$717K Buy
7,561
+1
+0% +$93 1.08% 15
2022
Q4 		$709K Buy
+7,560
New +$699K 1% 15

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Wealth Alliance's WEC Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its WEC Energy (WEC) stake by 21% in Q3 2023, selling an estimated $136K and leaving 5,993 shares worth $483K. The position accounts for 0.79% of the portfolio, ranked #21.

Freedom Wealth Alliance first reported a position in WEC in Q4 2022 and has held it in 4 quarters since. The position peaked at $717K in Q1 2023. 991 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Freedom Wealth Alliance held 5,993 shares of WEC Energy worth $483K as of Q3 2023.
  • Freedom Wealth Alliance sold 1,569 WEC Energy shares in Q3 2023, an estimated $136K.
  • WEC Energy made up 0.79% of Freedom Wealth Alliance's portfolio in Q3 2023, its #21 holding.
  • Freedom Wealth Alliance first reported a position in WEC Energy in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's WEC Energy position peaked at $717K in Q1 2023.
  • 991 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.