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Fulcrum Equity Management’s WEC Energy WEC Stock Holding History

Fulcrum Equity 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
2023
Q4 		– Sell
-2,704
Closed -$218K – 115
2023
Q3 		$218K Buy
2,704
+10
+0.4% +$869 0.26% 91
2023
Q2 		$238K Buy
+2,694
New +$249K 0.28% 81

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fulcrum Equity Management's WEC Position: Q4 2023 in Review

Fulcrum Equity Management sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 2,704 shares — an estimated $218K sold.

Fulcrum Equity Management first reported a position in WEC in Q2 2023 and held it in 2 quarters. The position peaked at $238K in Q2 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Fulcrum Equity Management reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,704 WEC Energy shares in Q4 2023, an estimated $218K.
  • Fulcrum Equity Management first reported a position in WEC Energy in Q2 2023 and held it in 2 quarters.
  • Fulcrum Equity Management's WEC Energy position peaked at $238K in Q2 2023.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Fulcrum Equity Management's 13F filing for Q4 2023, filed 19 Jan 2024.