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Carmel Capital Partners’s WEC Energy WEC Stock Holding History

Carmel Capital Partners’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
-252
Closed -$20.3K – 706
2023
Q3 		$20.3K Buy
252
+102
+68% +$8.86K 0.01% 347
2023
Q2 		$13.2K Hold
150
– – 0.01% 271
2023
Q1 		$14.2K Buy
+150
New +$13.9K 0.01% 309

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Carmel Capital Partners's WEC Position: Q4 2023 in Review

Carmel Capital Partners sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 252 shares — an estimated $20.3K sold.

Carmel Capital Partners first reported a position in WEC in Q1 2023 and held it in 3 quarters. The position peaked at $20.3K in Q3 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Carmel Capital Partners reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 252 WEC Energy shares in Q4 2023, an estimated $20.3K.
  • Carmel Capital Partners first reported a position in WEC Energy in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's WEC Energy position peaked at $20.3K in Q3 2023.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.