BIM
WEC icon

Baldwin Investment Management’s WEC Energy WEC Stock Holding History

Baldwin 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
Q1 		– Sell
-2,704
Closed -$228K – 219
2023
Q4 		$228K Hold
2,704
– – 0.04% 193
2023
Q3 		$218K Hold
2,704
– – 0.04% 183
2023
Q2 		$239K Hold
2,704
– – 0.04% 179
2023
Q1 		$256K Buy
2,704
+4
+0.1% +$370 0.05% 179
2022
Q4 		$253K Sell
2,700
-100
-4% -$9.24K 0.05% 182
2022
Q3 		$250K Buy
2,800
+47
+2% +$4.8K 0.05% 185
2022
Q2 		$277K Buy
2,753
+53
+2% +$5.37K 0.05% 190
2022
Q1 		$269K Hold
2,700
– – 0.04% 219
2021
Q4 		$262K Hold
2,700
– – 0.04% 221
2021
Q3 		$238K Hold
2,700
– – 0.04% 221
2021
Q2 		$240K Hold
2,700
– – 0.04% 224
2021
Q1 		$253K Sell
2,700
-100
-4% -$8.72K 0.05% 216
2020
Q4 		$258K Hold
2,800
– – 0.05% 206
2020
Q3 		$271K Hold
2,800
– – 0.06% 171
2020
Q2 		$245K Hold
2,800
– – 0.08% 135
2020
Q1 		$247K Hold
2,800
– – 0.09% 127
2019
Q4 		$258K Hold
2,800
– – 0.07% 151
2019
Q3 		$266K Hold
2,800
– – 0.08% 140
2019
Q2 		$233K Hold
2,800
– – 0.07% 153
2019
Q1 		$221K Buy
+2,800
New +$208K 0.07% 155

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baldwin Investment Management's WEC Position: Q1 2024 in Review

Baldwin Investment Management sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 2,704 shares — an estimated $228K sold.

Baldwin Investment Management first reported a position in WEC in Q1 2019 and held it in 20 quarters. The position peaked at $277K in Q2 2022. 1,042 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Baldwin Investment Management reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Baldwin Investment Management sold 2,704 WEC Energy shares in Q1 2024, an estimated $228K.
  • Baldwin Investment Management first reported a position in WEC Energy in Q1 2019 and held it in 20 quarters.
  • Baldwin Investment Management's WEC Energy position peaked at $277K in Q2 2022.
  • 1,042 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Baldwin Investment Management's 13F filing for Q1 2024, filed 14 May 2024.