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Donoghue Forlines’s WEC Energy WEC Stock Holding History

Donoghue Forlines’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 		– Sell
-7,602
Closed -$596K – 277
2024
Q2 		$596K Buy
+7,602
New +$618K 0.17% 134
2019
Q4 		– Sell
-26,597
Closed -$2.53M – 212
2019
Q3 		$2.53M Buy
+26,597
New +$2.4M 0.36% 78
2018
Q1 		– Sell
-38,643
Closed -$2.57M – 185
2017
Q4 		$2.57M Buy
38,643
+4,822
+14% +$324K 0.19% 107
2017
Q3 		$2.12M Buy
+33,821
New +$2.16M 0.22% 84

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Donoghue Forlines's WEC Position: Q3 2024 in Review

Donoghue Forlines sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 7,602 shares — an estimated $596K sold.

Donoghue Forlines first reported a position in WEC in Q3 2017 and held it in 4 quarters. The position peaked at $2.57M in Q4 2017. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Donoghue Forlines reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Donoghue Forlines sold 7,602 WEC Energy shares in Q3 2024, an estimated $596K.
  • Donoghue Forlines first reported a position in WEC Energy in Q3 2017 and held it in 4 quarters.
  • Donoghue Forlines's WEC Energy position peaked at $2.57M in Q4 2017.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Donoghue Forlines's 13F filing for Q3 2024, filed 13 Nov 2024.