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Palisade Asset Management’s WEC Energy WEC Stock Holding History

Palisade Asset Management’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
Q2 		– Sell
-84
Closed -$6.9K – 397
2024
Q1 		$6.9K Buy
+84
New +$6.75K ﹤0.01% 360

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palisade Asset Management's WEC Position: Q2 2024 in Review

Palisade Asset Management sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 84 shares — an estimated $6.9K sold.

Palisade Asset Management first reported a position in WEC in Q1 2024 and held it in 1 quarter. The position peaked at $6.9K in Q1 2024. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • Palisade Asset Management reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • Palisade Asset Management sold 84 WEC Energy shares in Q2 2024, an estimated $6.9K.
  • Palisade Asset Management first reported a position in WEC Energy in Q1 2024 and held it in 1 quarter.
  • Palisade Asset Management's WEC Energy position peaked at $6.9K in Q1 2024.
  • 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Palisade Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.