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Brookfield Corp’s WEC Energy WEC Stock Holding History

Brookfield Corp’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
-354,825
Closed -$29.9M – 125
2023
Q4 		$29.9M Sell
354,825
-9,260
-3% -$763K 0.17% 54
2023
Q3 		$29.3M Buy
364,085
+20,185
+6% +$1.75M 0.18% 59
2023
Q2 		$30.3M Buy
343,900
+339,299
+7,374% +$31.3M 0.12% 67
2023
Q1 		$436K Buy
+4,601
New +$426K ﹤0.01% 588

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 $3.37T AUM 44.26% 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

Brookfield Corp's WEC Position: Q1 2024 in Review

Brookfield Corp sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 354,825 shares — an estimated $29.9M sold.

Brookfield Corp first reported a position in WEC in Q1 2023 and held it in 4 quarters. The position peaked at $30.3M in Q2 2023. 1,040 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Brookfield Corp reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Brookfield Corp sold 354,825 WEC Energy shares in Q1 2024, an estimated $29.9M.
  • Brookfield Corp first reported a position in WEC Energy in Q1 2023 and held it in 4 quarters.
  • Brookfield Corp's WEC Energy position peaked at $30.3M in Q2 2023.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Brookfield Corp's 13F filing for Q1 2024, filed 15 May 2024.