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Armstrong Fleming & Moore’s WEC Energy WEC Stock Holding History

Armstrong Fleming & Moore’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
-3,653
Closed -$287K – 101
2024
Q2 		$287K Buy
3,653
+15
+0.4% +$1.22K 0.18% 76
2024
Q1 		$299K Buy
3,638
+17
+0.5% +$1.37K 0.21% 75
2023
Q4 		$305K Buy
3,621
+13
+0.4% +$1.07K 0.23% 74
2023
Q3 		$291K Buy
3,608
+14
+0.4% +$1.22K 0.28% 70
2023
Q2 		$317K Buy
+3,594
New +$332K 0.29% 69

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

Armstrong Fleming & Moore's WEC Position: Q3 2024 in Review

Armstrong Fleming & Moore sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 3,653 shares — an estimated $287K sold.

Armstrong Fleming & Moore first reported a position in WEC in Q2 2023 and held it in 5 quarters. The position peaked at $317K in Q2 2023. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Armstrong Fleming & Moore reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 3,653 WEC Energy shares in Q3 2024, an estimated $287K.
  • Armstrong Fleming & Moore first reported a position in WEC Energy in Q2 2023 and held it in 5 quarters.
  • Armstrong Fleming & Moore's WEC Energy position peaked at $317K in Q2 2023.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Armstrong Fleming & Moore's 13F filing for Q3 2024, filed 16 Oct 2024.