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San Luis Wealth Advisors’s WEC Energy WEC Stock Holding History

San Luis 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
2022
Q2 		– Sell
-1,713
Closed -$166K – 424
2022
Q1 		$166K Buy
+1,713
New +$162K 0.08% 166
2020
Q4 		$508K Buy
+5,525
New +$538K 0.33% 81

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

San Luis Wealth Advisors's WEC Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of WEC Energy (WEC) in Q2 2022, closing a stake of 1,713 shares — an estimated $166K sold.

San Luis Wealth Advisors first reported a position in WEC in Q4 2020 and held it in 2 quarters. The position peaked at $508K in Q4 2020. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining WEC Energy position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,713 WEC Energy shares in Q2 2022, an estimated $166K.
  • San Luis Wealth Advisors first reported a position in WEC Energy in Q4 2020 and held it in 2 quarters.
  • San Luis Wealth Advisors's WEC Energy position peaked at $508K in Q4 2020.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.