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Professional Financial Advisors’s WEC Energy WEC Stock Holding History

Professional 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
2022
Q4 		– Sell
-288
Closed -$26K – 467
2022
Q3 		$26K Hold
288
– – 0.02% 200
2022
Q2 		$29K Hold
288
– – 0.02% 191
2022
Q1 		$29K Hold
288
– – 0.01% 199
2021
Q4 		$28K Hold
288
– – 0.01% 224
2021
Q3 		$25K Hold
288
– – 0.01% 195
2021
Q2 		$26K Buy
288
+112
+64% +$10.5K 0.01% 196
2021
Q1 		$16K Hold
176
– – 0.01% 216
2020
Q4 		$16K Hold
176
– – 0.01% 210
2020
Q3 		$18K Buy
+176
New +$16.4K 0.02% 180

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Professional Financial Advisors's WEC Position: Q4 2022 in Review

Professional Financial Advisors sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 288 shares — an estimated $26K sold.

Professional Financial Advisors first reported a position in WEC in Q3 2020 and held it in 9 quarters. The position peaked at $29K in Q2 2022. 1,066 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Professional Financial Advisors reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 288 WEC Energy shares in Q4 2022, an estimated $26K.
  • Professional Financial Advisors first reported a position in WEC Energy in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's WEC Energy position peaked at $29K in Q2 2022.
  • 1,066 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.