Carmichael Hill & Associates’s WEC Energy WEC Stock Holding History

Carmichael Hill & Associates’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	$1.73K	Hold	18	–	–	﹤0.01%	712
2024 Q2	$1.41K	Hold	18	–	–	﹤0.01%	715
2024 Q1	$1.48K	Hold	18	–	–	﹤0.01%	703
2023 Q4	$1.52K	Hold	18	–	–	﹤0.01%	722
2023 Q3	$1.45K	Hold	18	–	–	﹤0.01%	713
2023 Q2	$1.59K	Sell	18 -67	-79%	-$6.19K	﹤0.01%	714
2023 Q1	$8.06K	Buy	85 +67	+372%	+$6.2K	﹤0.01%	581
2022 Q4	$1.69K	Hold	18	–	–	﹤0.01%	699
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	753
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	734
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	756
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	767
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	758
2021 Q2	$2K	Sell	18 -8	-31%	-$754	﹤0.01%	743
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	725
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	696
2020 Q3	$3K	Hold	26	–	–	﹤0.01%	647
2020 Q2	$2K	Hold	26	–	–	﹤0.01%	643
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	630
2019 Q4	$2K	Buy	+26	New	+$2.37K	﹤0.01%	649

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmichael Hill & Associates's WEC Position: Q3 2024 in Review

Carmichael Hill & Associates held its WEC Energy (WEC) position steady in Q3 2024 at 18 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Carmichael Hill & Associates first reported a position in WEC in Q4 2019 and has held it in 20 quarters since. The position peaked at $8.06K in Q1 2023. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

Carmichael Hill & Associates held 18 shares of WEC Energy worth $1.73K as of Q3 2024.
Carmichael Hill & Associates left its WEC Energy share count unchanged in Q3 2024.
WEC Energy made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #712 holding.
Carmichael Hill & Associates first reported a position in WEC Energy in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's WEC Energy position peaked at $8.06K in Q1 2023.
1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.