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Legend Financial Advisors’s WEC Energy WEC Stock Holding History

Legend Financial 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
2023
Q2 		– Sell
-124
Closed -$11.8K – 238
2023
Q1 		$11.8K Hold
124
– – 0.01% 143
2022
Q4 		$11.6K Hold
124
– – 0.01% 153
2022
Q3 		$11.1K Buy
+124
New +$12.7K 0.01% 140

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legend Financial Advisors's WEC Position: Q2 2023 in Review

Legend Financial Advisors sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 124 shares — an estimated $11.8K sold.

Legend Financial Advisors first reported a position in WEC in Q3 2022 and held it in 3 quarters. The position peaked at $11.8K in Q1 2023. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • Legend Financial Advisors reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 124 WEC Energy shares in Q2 2023, an estimated $11.8K.
  • Legend Financial Advisors first reported a position in WEC Energy in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's WEC Energy position peaked at $11.8K in Q1 2023.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.