Birch Hill Investment Advisors’s WEC Energy WEC Stock Holding History

Birch Hill Investment 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 Q4	–	Sell	-2,637	Closed	-$212K	–	166
2023 Q3	$212K	Hold	2,637	–	–	0.01%	151
2023 Q2	$233K	Hold	2,637	–	–	0.01%	146
2023 Q1	$250K	Hold	2,637	–	–	0.02%	139
2022 Q4	$247K	Buy	2,637 +240	+10%	+$22.2K	0.02%	139
2022 Q3	$214K	Hold	2,397	–	–	0.01%	141
2022 Q2	$241K	Hold	2,397	–	–	0.02%	138
2022 Q1	$239K	Hold	2,397	–	–	0.01%	151
2021 Q4	$233K	Buy	+2,397	New	+$219K	0.01%	163
2021 Q2	–	Sell	-2,200	Closed	-$206K	–	165
2021 Q1	$206K	Hold	2,200	–	–	0.01%	154
2020 Q4	$202K	Hold	2,200	–	–	0.01%	150
2020 Q3	$213K	Buy	+2,200	New	+$205K	0.01%	138
2020 Q1	–	Sell	-2,200	Closed	-$203K	–	150
2019 Q4	$203K	Hold	2,200	–	–	0.01%	146
2019 Q3	$209K	Buy	+2,200	New	+$198K	0.02%	141

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Birch Hill Investment Advisors's WEC Position: Q4 2023 in Review

Birch Hill Investment Advisors sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 2,637 shares — an estimated $212K sold.

Birch Hill Investment Advisors first reported a position in WEC in Q3 2019 and held it in 13 quarters. The position peaked at $250K in Q1 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

Birch Hill Investment Advisors reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
Birch Hill Investment Advisors sold 2,637 WEC Energy shares in Q4 2023, an estimated $212K.
Birch Hill Investment Advisors first reported a position in WEC Energy in Q3 2019 and held it in 13 quarters.
Birch Hill Investment Advisors's WEC Energy position peaked at $250K in Q1 2023.
1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.