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Unique Wealth Strategies’s WEC Energy WEC Stock Holding History

Unique Wealth Strategies’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
-10
Closed -$821 – 669
2024
Q2 		$821 Buy
+10
New +$812 ﹤0.01% 568

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Unique Wealth Strategies's WEC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 10 shares — an estimated $821 sold.

Unique Wealth Strategies first reported a position in WEC in Q2 2024 and held it in 1 quarter. The position peaked at $821 in Q2 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 10 WEC Energy shares in Q3 2024, an estimated $821.
  • Unique Wealth Strategies first reported a position in WEC Energy in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's WEC Energy position peaked at $821 in Q2 2024.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.