Triad Wealth Partners’s WEC Energy WEC Stock Holding History

Triad Wealth Partners’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	-464	Closed	-$36.4K	–	934
2024 Q2	$36.4K	Buy	+464	New	+$37.7K	0.02%	273

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's WEC Position: Q3 2024 in Review

Triad Wealth Partners sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 464 shares — an estimated $36.4K sold.

Triad Wealth Partners first reported a position in WEC in Q2 2024 and held it in 1 quarter. The position peaked at $36.4K in Q2 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

Triad Wealth Partners reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 464 WEC Energy shares in Q3 2024, an estimated $36.4K.
Triad Wealth Partners first reported a position in WEC Energy in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's WEC Energy position peaked at $36.4K in Q2 2024.
1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.