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High Net Worth Advisory Group’s WEC Energy WEC Stock Holding History

High Net Worth 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
2023
Q1 		– Sell
-687
Closed -$64.4K – 580
2022
Q4 		$64.4K Buy
687
+1
+0.1% +$92 0.03% 287
2022
Q3 		$61K Hold
686
– – 0.03% 299
2022
Q2 		$69K Buy
686
+1
+0.1% +$101 0.03% 283
2022
Q1 		$68K Sell
685
-350
-34% -$33.1K 0.02% 300
2021
Q4 		$100K Buy
+1,035
New +$94.6K 0.03% 255

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Net Worth Advisory Group's WEC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 687 shares — an estimated $64.4K sold.

High Net Worth Advisory Group first reported a position in WEC in Q4 2021 and held it in 5 quarters. The position peaked at $100K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 687 WEC Energy shares in Q1 2023, an estimated $64.4K.
  • High Net Worth Advisory Group first reported a position in WEC Energy in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's WEC Energy position peaked at $100K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.