Holocene Advisors
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Holocene Advisors’s WEC Energy WEC Stock Holding History

Holocene Advisors’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
Q4 		– Sell
-97,409
Closed -$9.37M – 902
2024
Q3 		$9.37M Sell
97,409
-14,341
-13% -$1.27M 0.04% 249
2024
Q2 		$8.77M Sell
111,750
-21,355
-16% -$1.73M 0.04% 256
2024
Q1 		$10.9M Buy
133,105
+42,350
+47% +$3.41M 0.04% 269
2023
Q4 		$7.64M Sell
90,755
-24,161
-21% -$1.99M 0.03% 293
2023
Q3 		$9.26M Buy
114,916
+29,854
+35% +$2.59M 0.04% 285
2023
Q2 		$7.51M Buy
85,062
+32,423
+62% +$3M 0.03% 306
2023
Q1 		$4.99M Buy
52,639
+14,897
+39% +$1.38M 0.02% 298
2022
Q4 		$3.54M Sell
37,742
-10,971
-23% -$1.01M 0.02% 331
2022
Q3 		$4.36M Buy
+48,713
New +$4.98M 0.03% 281
2022
Q2 		– Sell
-85,353
Closed -$8.52M – 1024
2022
Q1 		$8.52M Sell
85,353
-2,331
-3% -$220K 0.04% 222
2021
Q4 		$8.51M Sell
87,684
-4,561
-5% -$417K 0.04% 237
2021
Q3 		$8.14M Buy
92,245
+19,402
+27% +$1.82M 0.04% 255
2021
Q2 		$6.48M Sell
72,843
-4,154
-5% -$391K 0.04% 293
2021
Q1 		$7.21M Buy
+76,997
New +$6.71M 0.05% 265
2020
Q4 		– Sell
-8,988
Closed -$871K – 864
2020
Q3 		$871K Buy
8,988
+2,929
+48% +$273K 0.01% 517
2020
Q2 		$531K Buy
+6,059
New +$547K ﹤0.01% 508
2020
Q1 		– Sell
-26,261
Closed -$2.42M – 838
2019
Q4 		$2.42M Buy
26,261
+6,486
+33% +$591K 0.02% 343
2019
Q3 		$1.88M Buy
19,775
+13,884
+236% +$1.25M 0.02% 322
2019
Q2 		$491K Sell
5,891
-11,283
-66% -$905K 0.01% 467
2019
Q1 		$1.36M Buy
+17,174
New +$1.27M 0.02% 196
2018
Q4 		– Sell
-16,754
Closed -$1.12M – 848
2018
Q3 		$1.12M Buy
16,754
+9,081
+118% +$605K 0.02% 275
2018
Q2 		$496K Sell
7,673
-1,639
-18% -$102K 0.01% 269
2018
Q1 		$584K Sell
9,312
-4,185
-31% -$260K 0.01% 132
2017
Q4 		$897K Buy
+13,497
New +$906K 0.02% 209

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Holocene Advisors's WEC Position: Q4 2024 in Review

Holocene Advisors sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 97,409 shares — an estimated $9.37M sold.

Holocene Advisors first reported a position in WEC in Q4 2017 and held it in 24 quarters. The position peaked at $10.9M in Q1 2024. 1,197 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Holocene Advisors reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Holocene Advisors sold 97,409 WEC Energy shares in Q4 2024, an estimated $9.37M.
  • Holocene Advisors first reported a position in WEC Energy in Q4 2017 and held it in 24 quarters.
  • Holocene Advisors's WEC Energy position peaked at $10.9M in Q1 2024.
  • 1,197 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.