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LWS Wealth Advisors’s WEC Energy WEC Stock Holding History

LWS 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
2023
Q4 		$219K Buy
+2,600
New +$214K 0.08% 63

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

LWS Wealth Advisors's WEC Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in WEC Energy (WEC) in Q4 2023: 2,600 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings.

1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • LWS Wealth Advisors held 2,600 shares of WEC Energy worth $219K as of Q4 2023.
  • WEC Energy was a new LWS Wealth Advisors position in Q4 2023.
  • WEC Energy made up 0.08% of LWS Wealth Advisors's portfolio in Q4 2023, its #63 holding.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.