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Sherbrooke Park Advisers’s WEC Energy WEC Stock Holding History

Sherbrooke Park Advisers’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
-8,256
Closed -$648K – 1303
2024
Q2 		$648K Buy
+8,256
New +$671K 0.11% 300
2023
Q4 		– Sell
-3,984
Closed -$321K – 707
2023
Q3 		$321K Buy
+3,984
New +$346K 0.1% 323

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

Sherbrooke Park Advisers's WEC Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 8,256 shares — an estimated $648K sold.

Sherbrooke Park Advisers first reported a position in WEC in Q3 2023 and held it in 2 quarters. The position peaked at $648K in Q2 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 8,256 WEC Energy shares in Q3 2024, an estimated $648K.
  • Sherbrooke Park Advisers first reported a position in WEC Energy in Q3 2023 and held it in 2 quarters.
  • Sherbrooke Park Advisers's WEC Energy position peaked at $648K in Q2 2024.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.