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
2021 Q4	–	Sell	-1,400	Closed	-$123K	–	569
2021 Q3	$123K	Buy	+1,400	New	+$131K	0.02%	483

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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.