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Houlihan Financial Resource Group’s WEC Energy WEC Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-49,934
Closed -$4.61M – 170
2023
Q2 		$4.61M Buy
+49,934
New +$4.61M 0.14% 54
2020
Q3 		$241K Buy
+2,311
New +$215K 0.14% 92

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Houlihan Financial Resource Group's WEC Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 49,934 shares — an estimated $4.61M sold.

Houlihan Financial Resource Group first reported a position in WEC in Q3 2020 and held it in 2 quarters. The position peaked at $4.61M in Q2 2023. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 49,934 WEC Energy shares in Q3 2023, an estimated $4.61M.
  • Houlihan Financial Resource Group first reported a position in WEC Energy in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's WEC Energy position peaked at $4.61M in Q2 2023.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.