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Heritage Wealth Advisors’s WEC Energy WEC Stock Holding History

Heritage 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
Q4 		– Sell
-41
Closed -$3.94K – 645
2024
Q3 		$3.94K Buy
+41
New +$3.63K ﹤0.01% 506

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
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

Heritage Wealth Advisors's WEC Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 41 shares — an estimated $3.94K sold.

Heritage Wealth Advisors first reported a position in WEC in Q3 2024 and held it in 1 quarter. The position peaked at $3.94K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Heritage Wealth Advisors reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 41 WEC Energy shares in Q4 2024, an estimated $3.94K.
  • Heritage Wealth Advisors first reported a position in WEC Energy in Q3 2024 and held it in 1 quarter.
  • Heritage Wealth Advisors's WEC Energy position peaked at $3.94K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.