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InterOcean Capital Group’s WEC Energy WEC Stock Holding History

InterOcean Capital 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
2024
Q1 		$234K Buy
2,850
+40
+1% +$3.22K 0.01% 428
2023
Q4 		$237K Buy
+2,810
New +$231K 0.01% 414

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

InterOcean Capital Group's WEC Position: Q1 2024 in Review

InterOcean Capital Group increased its WEC Energy (WEC) stake by 1.4% in Q1 2024, buying an estimated $3.22K and bringing the position to 2,850 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #428.

InterOcean Capital Group first reported a position in WEC in Q4 2023 and has held it in 2 quarters since. The position peaked at $237K in Q4 2023. 1,040 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • InterOcean Capital Group held 2,850 shares of WEC Energy worth $234K as of Q1 2024.
  • InterOcean Capital Group bought 40 WEC Energy shares in Q1 2024, an estimated $3.22K.
  • WEC Energy made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #428 holding.
  • InterOcean Capital Group first reported a position in WEC Energy in Q4 2023 and has held it in 2 quarters since.
  • InterOcean Capital Group's WEC Energy position peaked at $237K in Q4 2023.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.