FMAEN1
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Fund Management at Engine No 1’s WEC Energy WEC Stock Holding History

Fund Management at Engine No 1’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
-4,515
Closed -$364K – 413
2023
Q3 		$364K Buy
4,515
+411
+10% +$35.7K 0.06% 294
2023
Q2 		$362K Buy
4,104
+278
+7% +$25.7K 0.07% 293
2023
Q1 		$363K Buy
3,826
+352
+10% +$32.6K 0.07% 269
2022
Q4 		$326K Buy
3,474
+440
+15% +$40.7K 0.08% 255
2022
Q3 		$271K Sell
3,034
-152
-5% -$15.5K 0.08% 254
2022
Q2 		$321K Buy
3,186
+517
+19% +$52.4K 0.08% 232
2022
Q1 		$266K Buy
+2,669
New +$252K 0.07% 280

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

Fund Management at Engine No 1's WEC Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 4,515 shares — an estimated $364K sold.

Fund Management at Engine No 1 first reported a position in WEC in Q1 2022 and held it in 7 quarters. The position peaked at $364K in Q3 2023. 1,052 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 4,515 WEC Energy shares in Q4 2023, an estimated $364K.
  • Fund Management at Engine No 1 first reported a position in WEC Energy in Q1 2022 and held it in 7 quarters.
  • Fund Management at Engine No 1's WEC Energy position peaked at $364K in Q3 2023.
  • 1,052 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.