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Machina Capital’s WEC Energy WEC Stock Holding History

Machina Capital’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
Q3 		– Sell
-14,368
Closed -$1.13M – 368
2024
Q2 		$1.13M Buy
14,368
+3,835
+36% +$312K 0.51% 69
2024
Q1 		$865K Buy
+10,533
New +$847K 0.46% 81
2023
Q3 		– Sell
-4,645
Closed -$410K – 368
2023
Q2 		$410K Buy
+4,645
New +$429K 0.23% 169
2023
Q1 		– Sell
-7,728
Closed -$725K – 522
2022
Q4 		$725K Buy
7,728
+5,454
+240% +$504K 1.34% 10
2022
Q3 		$203K Buy
+2,274
New +$232K 0.43% 133
2022
Q2 		– Sell
-2,026
Closed -$202K – 183
2022
Q1 		$202K Buy
+2,026
New +$191K 0.44% 127
2020
Q1 		– Sell
-7,350
Closed -$678K – 302
2019
Q4 		$678K Buy
+7,350
New +$670K 0.27% 149

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

Machina Capital's WEC Position: Q3 2024 in Review

Machina Capital sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 14,368 shares — an estimated $1.13M sold.

Machina Capital first reported a position in WEC in Q4 2019 and held it in 7 quarters. The position peaked at $1.13M in Q2 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Machina Capital reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Machina Capital sold 14,368 WEC Energy shares in Q3 2024, an estimated $1.13M.
  • Machina Capital first reported a position in WEC Energy in Q4 2019 and held it in 7 quarters.
  • Machina Capital's WEC Energy position peaked at $1.13M in Q2 2024.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Machina Capital's 13F filing for Q3 2024, filed 7 Nov 2024.