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Milestone Investment Advisors’s WEC Energy WEC Stock Holding History

Milestone Investment 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 		– Sell
-5,028
Closed -$405K – 434
2023
Q3 		$405K Buy
+5,028
New +$437K 0.12% 71
2023
Q2 		– Sell
-5,418
Closed -$514K – 430
2023
Q1 		$514K Buy
+5,418
New +$502K 0.16% 55

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

Milestone Investment Advisors's WEC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 5,028 shares — an estimated $405K sold.

Milestone Investment Advisors first reported a position in WEC in Q1 2023 and held it in 2 quarters. The position peaked at $514K in Q1 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 5,028 WEC Energy shares in Q4 2023, an estimated $405K.
  • Milestone Investment Advisors first reported a position in WEC Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's WEC Energy position peaked at $514K in Q1 2023.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

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