PIA
WEC icon

Petredis Investment Advisors’s WEC Energy WEC Stock Holding History

Petredis 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
2024
Q3 		– Sell
-44,652
Closed -$3.5M – 106
2024
Q2 		$3.5M Sell
44,652
-76
-0.2% -$6.17K 0.39% 57
2024
Q1 		$3.67M Buy
44,728
+1,414
+3% +$114K 0.44% 54
2023
Q4 		$3.65M Sell
43,314
-1,888
-4% -$155K 0.48% 52
2023
Q3 		$3.64M Sell
45,202
-10
-0% -$869 0.52% 48
2023
Q2 		$3.99M Sell
45,212
-90
-0.2% -$8.31K 0.55% 47
2023
Q1 		$4.29M Buy
45,302
+198
+0.4% +$18.3K 0.67% 40
2022
Q4 		$4.23M Buy
+45,104
New +$4.17M 0.77% 40

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

Petredis Investment Advisors's WEC Position: Q3 2024 in Review

Petredis Investment Advisors sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 44,652 shares — an estimated $3.5M sold.

Petredis Investment Advisors first reported a position in WEC in Q4 2022 and held it in 7 quarters. The position peaked at $4.29M in Q1 2023. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Petredis Investment Advisors reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Petredis Investment Advisors sold 44,652 WEC Energy shares in Q3 2024, an estimated $3.5M.
  • Petredis Investment Advisors first reported a position in WEC Energy in Q4 2022 and held it in 7 quarters.
  • Petredis Investment Advisors's WEC Energy position peaked at $4.29M in Q1 2023.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Petredis Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.