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V Wealth Advisors’s WEC Energy WEC Stock Holding History

V 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
2023
Q3 		– Sell
-2,769
Closed -$244K – 371
2023
Q2 		$244K Buy
2,769
+102
+4% +$9.42K 0.04% 324
2023
Q1 		$253K Buy
2,667
+3
+0.1% +$278 0.05% 320
2022
Q4 		$250K Buy
2,664
+3
+0.1% +$277 0.05% 305
2022
Q3 		$238K Sell
2,661
-5
-0.2% -$511 0.05% 329
2022
Q2 		$268K Buy
2,666
+2
+0.1% +$203 0.05% 335
2022
Q1 		$265K Buy
2,664
+27
+1% +$2.55K 0.04% 369
2021
Q4 		$256K Sell
2,637
-98
-4% -$8.96K 0.04% 386
2021
Q3 		$241K Buy
2,735
+169
+7% +$15.8K 0.04% 396
2021
Q2 		$228K Sell
2,566
-1,126
-30% -$106K 0.04% 422
2021
Q1 		$345K Buy
3,692
+2
+0.1% +$174 0.06% 320
2020
Q4 		$339K Buy
+3,690
New +$359K 0.07% 288
2020
Q3 		– Sell
-3,573
Closed -$313K – 355
2020
Q2 		$313K Sell
3,573
-1,128
-24% -$102K 0.08% 263
2020
Q1 		$415K Buy
4,701
+1,211
+35% +$116K 0.13% 175
2019
Q4 		$332K Hold
3,490
– – 0.12% 190
2019
Q3 		$332K Buy
3,490
+15
+0.4% +$1.35K 0.12% 190
2019
Q2 		$289K Buy
+3,475
New +$279K 0.11% 195
2017
Q3 		– Sell
-1,245
Closed -$76K – 706
2017
Q2 		$76K Buy
+1,245
New +$76.9K 0.04% 266

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's WEC Position: Q3 2023 in Review

V Wealth Advisors sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 2,769 shares — an estimated $244K sold.

V Wealth Advisors first reported a position in WEC in Q2 2017 and held it in 17 quarters. The position peaked at $415K in Q1 2020. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • V Wealth Advisors reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,769 WEC Energy shares in Q3 2023, an estimated $244K.
  • V Wealth Advisors first reported a position in WEC Energy in Q2 2017 and held it in 17 quarters.
  • V Wealth Advisors's WEC Energy position peaked at $415K in Q1 2020.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.