New Wave Wealth Advisors’s WEC Energy WEC Stock Holding History

New Wave 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
2025 Q1	–	Sell	-1,358	Closed	-$128K	–	675
2024 Q4	$128K	Buy	+1,358	New	+$132K	0.05%	170

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Wave Wealth Advisors's WEC Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 1,358 shares — an estimated $128K sold.

New Wave Wealth Advisors first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $128K in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

New Wave Wealth Advisors reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 1,358 WEC Energy shares in Q1 2025, an estimated $128K.
New Wave Wealth Advisors first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's WEC Energy position peaked at $128K in Q4 2024.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.