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Stratos Wealth Advisors’s WEC Energy WEC Stock Holding History

Stratos 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
Q2 		– Sell
-5,426
Closed -$446K – 767
2024
Q1 		$446K Sell
5,426
-16
-0.3% -$1.29K 0.03% 483
2023
Q4 		$458K Sell
5,442
-1,571
-22% -$129K 0.03% 476
2023
Q3 		$565K Sell
7,013
-159
-2% -$13.8K 0.04% 408
2023
Q2 		$633K Sell
7,172
-429
-6% -$39.6K 0.04% 388
2023
Q1 		$721K Buy
7,601
+50
+0.7% +$4.63K 0.06% 350
2022
Q4 		$708K Sell
7,551
-552
-7% -$51K 0.06% 338
2022
Q3 		$725K Sell
8,103
-1,616
-17% -$165K 0.08% 293
2022
Q2 		$978K Buy
9,719
+1,294
+15% +$131K 0.09% 278
2022
Q1 		$841K Buy
8,425
+22
+0.3% +$2.08K 0.07% 297
2021
Q4 		$816K Buy
8,403
+39
+0.5% +$3.56K 0.06% 314
2021
Q3 		$738K Buy
+8,364
New +$784K 0.06% 299

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Advisors's WEC Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 5,426 shares — an estimated $446K sold.

Stratos Wealth Advisors first reported a position in WEC in Q3 2021 and held it in 11 quarters. The position peaked at $978K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,426 WEC Energy shares in Q2 2024, an estimated $446K.
  • Stratos Wealth Advisors first reported a position in WEC Energy in Q3 2021 and held it in 11 quarters.
  • Stratos Wealth Advisors's WEC Energy position peaked at $978K in Q2 2022.
  • 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.