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Linden Thomas Advisory Services’s WEC Energy WEC Stock Holding History

Linden Thomas Advisory Services’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 		– Sell
-8,214
Closed -$691K – 472
2023
Q4 		$691K Buy
8,214
+583
+8% +$48K 0.13% 295
2023
Q3 		$615K Buy
7,631
+494
+7% +$42.9K 0.14% 301
2023
Q2 		$630K Buy
7,137
+1,193
+20% +$110K 0.14% 278
2023
Q1 		$563K Buy
5,944
+1,743
+41% +$161K 0.14% 265
2022
Q4 		$394K Buy
+4,201
New +$388K 0.11% 276

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Linden Thomas Advisory Services's WEC Position: Q1 2024 in Review

Linden Thomas Advisory Services sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 8,214 shares — an estimated $691K sold.

Linden Thomas Advisory Services first reported a position in WEC in Q4 2022 and held it in 5 quarters. The position peaked at $691K in Q4 2023. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Linden Thomas Advisory Services reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 8,214 WEC Energy shares in Q1 2024, an estimated $691K.
  • Linden Thomas Advisory Services first reported a position in WEC Energy in Q4 2022 and held it in 5 quarters.
  • Linden Thomas Advisory Services's WEC Energy position peaked at $691K in Q4 2023.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Linden Thomas Advisory Services's 13F filing for Q1 2024, filed 30 Apr 2024.