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Fox Run Management’s WEC Energy WEC Stock Holding History

Fox Run Management’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
-6,727
Closed -$528K – 1130
2024
Q2 		$528K Buy
+6,727
New +$546K 0.1% 389
2023
Q4 		– Sell
-10,118
Closed -$815K – 1050
2023
Q3 		$815K Buy
10,118
+2,674
+36% +$232K 0.24% 123
2023
Q2 		$657K Buy
+7,444
New +$688K 0.18% 208
2021
Q4 		– Sell
-3,403
Closed -$300K – 723
2021
Q3 		$300K Sell
3,403
-883
-21% -$82.8K 0.19% 231
2021
Q2 		$381K Buy
+4,286
New +$404K 0.35% 100
2019
Q1 		– Sell
-5,560
Closed -$385K – 712
2018
Q4 		$385K Sell
5,560
-7,524
-58% -$528K 0.2% 189
2018
Q3 		$873K Buy
+13,084
New +$872K 0.38% 23

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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