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

Laurel 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
2024
Q3 		– Sell
-426
Closed -$33.4K – 746
2024
Q2 		$33.4K Sell
426
-15
-3% -$1.22K 0.01% 324
2024
Q1 		$36.2K Buy
441
+15
+4% +$1.21K 0.01% 327
2023
Q4 		$35.9K Hold
426
– – 0.01% 312
2023
Q3 		$34.3K Hold
426
– – 0.01% 313
2023
Q2 		$37.6K Hold
426
– – 0.01% 312
2023
Q1 		$40.4K Buy
+426
New +$39.4K 0.01% 302

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WEC Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 426 shares — an estimated $33.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WEC in Q1 2023 and held it in 6 quarters. The position peaked at $40.4K in Q1 2023. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 426 WEC Energy shares in Q3 2024, an estimated $33.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in WEC Energy in Q1 2023 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s WEC Energy position peaked at $40.4K in Q1 2023.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.