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FORA Capital’s WEC Energy WEC Stock Holding History

FORA Capital’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
-10,623
Closed -$833K – 595
2024
Q2 		$833K Sell
10,623
-25,711
-71% -$2.09M 0.1% 238
2024
Q1 		$2.98M Buy
36,334
+30,403
+513% +$2.44M 0.25% 118
2023
Q4 		$499K Buy
5,931
+1,613
+37% +$133K 0.04% 331
2023
Q3 		$348K Sell
4,318
-4,035
-48% -$351K 0.03% 380
2023
Q2 		$737K Sell
8,353
-89
-1% -$8.22K 0.1% 192
2023
Q1 		$800K Buy
+8,442
New +$782K 0.08% 279
2022
Q2 		– Sell
-11,316
Closed -$1.14M – 704
2022
Q1 		$1.14M Buy
11,316
+7,088
+168% +$669K 0.2% 142
2021
Q4 		$410K Buy
+4,228
New +$386K 0.16% 177
2021
Q1 		– Sell
-5,876
Closed -$541K – 1142
2020
Q4 		$541K Buy
5,876
+4,710
+404% +$458K 0.08% 266
2020
Q3 		$113K Sell
1,166
-2,936
-72% -$274K 0.07% 281
2020
Q2 		$360K Buy
+4,102
New +$370K 0.12% 219
2020
Q1 		– Sell
-14,265
Closed -$1.32M – 1376
2019
Q4 		$1.32M Buy
+14,265
New +$1.3M 0.13% 206

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

FORA Capital's WEC Position: Q3 2024 in Review

FORA Capital sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 10,623 shares — an estimated $833K sold.

FORA Capital first reported a position in WEC in Q4 2019 and held it in 12 quarters. The position peaked at $2.98M in Q1 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • FORA Capital reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • FORA Capital sold 10,623 WEC Energy shares in Q3 2024, an estimated $833K.
  • FORA Capital first reported a position in WEC Energy in Q4 2019 and held it in 12 quarters.
  • FORA Capital's WEC Energy position peaked at $2.98M in Q1 2024.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.