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Fairfield, Bush & Co’s WEC Energy WEC Stock Holding History

Fairfield, Bush & Co’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
-642
Closed -$54K – 499
2023
Q4 		$54K Buy
+642
New +$52.9K 0.03% 190
2023
Q3 		– Sell
-642
Closed -$56.6K – 522
2023
Q2 		$56.6K Buy
+642
New +$59.3K 0.02% 216
2022
Q3 		– Sell
-642
Closed -$65K – 473
2022
Q2 		$65K Buy
+642
New +$65.1K 0.04% 176
2013
Q4 		– Sell
-2,208
Closed -$89K – 248
2013
Q3 		$89K Hold
2,208
– – 0.03% 179
2013
Q2 		$91K Buy
+2,208
New +$93.6K 0.05% 165

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

Fairfield, Bush & Co's WEC Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 642 shares — an estimated $54K sold.

Fairfield, Bush & Co first reported a position in WEC in Q2 2013 and held it in 5 quarters. The position peaked at $91K in Q2 2013. 1,040 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 642 WEC Energy shares in Q1 2024, an estimated $54K.
  • Fairfield, Bush & Co first reported a position in WEC Energy in Q2 2013 and held it in 5 quarters.
  • Fairfield, Bush & Co's WEC Energy position peaked at $91K in Q2 2013.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.