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Guardian Wealth Advisors (North Carolina)’s WEC Energy WEC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-2,412
Closed -$216K – 398
2022
Q3 		$216K Buy
+2,412
New +$246K 0.04% 172

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s WEC Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 2,412 shares — an estimated $216K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WEC in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,412 WEC Energy shares in Q4 2022, an estimated $216K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WEC Energy in Q3 2022 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s WEC Energy position peaked at $216K in Q3 2022.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.