Aquila Investment Management’s WEC Energy WEC Stock Holding History

Aquila Investment Management’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	$2.69M	Hold	28,000	–	–	3%	10
2024 Q2	$2.2M	Hold	28,000	–	–	2.06%	17
2024 Q1	$2.3M	Buy	+28,000	New	+$2.25M	1.96%	17
2023 Q4	–	Sell	-29,000	Closed	-$2.34M	–	93
2023 Q3	$2.34M	Hold	29,000	–	–	2.15%	9
2023 Q2	$2.56M	Sell	29,000 -9,000	-24%	-$832K	2.09%	5
2023 Q1	$3.6M	Hold	38,000	–	–	2.97%	1
2022 Q4	$3.56M	Buy	38,000 +8,000	+27%	+$739K	2.76%	2
2022 Q3	$2.68M	Sell	30,000 -2,000	-6%	-$204K	2.01%	9
2022 Q2	$3.22M	Sell	32,000 -2,000	-6%	-$203K	2.29%	2
2022 Q1	$3.39M	Buy	34,000 +5,000	+17%	+$472K	1.92%	11
2021 Q4	$2.81M	Buy	+29,000	New	+$2.65M	1.36%	23

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aquila Investment Management's WEC Position: Q3 2024 in Review

Aquila Investment Management held its WEC Energy (WEC) position steady in Q3 2024 at 28,000 shares worth $2.69M. The position accounts for 3% of the portfolio, ranked #10.

Aquila Investment Management first reported a position in WEC in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.6M in Q1 2023. 1,131 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

Aquila Investment Management held 28,000 shares of WEC Energy worth $2.69M as of Q3 2024.
Aquila Investment Management left its WEC Energy share count unchanged in Q3 2024.
WEC Energy made up 3% of Aquila Investment Management's portfolio in Q3 2024, its #10 holding.
Aquila Investment Management first reported a position in WEC Energy in Q4 2021 and has held it in 11 quarters since.
Aquila Investment Management's WEC Energy position peaked at $3.6M in Q1 2023.
1,131 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.