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Redmont Wealth Advisors’s WEC Energy WEC Stock Holding History

Redmont 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
2024
Q4 		– Sell
-37
Closed -$3.56K – 309
2024
Q3 		$3.56K Hold
37
– – 0.01% 285
2024
Q2 		$2.9K Hold
37
– – ﹤0.01% 303
2024
Q1 		$3.04K Buy
+37
New +$2.98K ﹤0.01% 301
2023
Q1 		– Sell
-43,046
Closed -$4.04M – 112
2022
Q4 		$4.04M Hold
43,046
– – 4.73% 3
2022
Q3 		$3.85M Hold
43,046
– – 5.01% 3
2022
Q2 		$4.33M Hold
43,046
– – 5.25% 3
2022
Q1 		$4.3M Hold
43,046
– – 4.57% 5
2021
Q4 		$4.18M Buy
+43,046
New +$3.93M 4.47% 5

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Redmont Wealth Advisors's WEC Position: Q4 2024 in Review

Redmont Wealth Advisors sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 37 shares — an estimated $3.56K sold.

Redmont Wealth Advisors first reported a position in WEC in Q4 2021 and held it in 8 quarters. The position peaked at $4.33M in Q2 2022. 1,198 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Redmont Wealth Advisors reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Redmont Wealth Advisors sold 37 WEC Energy shares in Q4 2024, an estimated $3.56K.
  • Redmont Wealth Advisors first reported a position in WEC Energy in Q4 2021 and held it in 8 quarters.
  • Redmont Wealth Advisors's WEC Energy position peaked at $4.33M in Q2 2022.
  • 1,198 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Redmont Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.