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Studio Investment Management’s WEC Energy WEC Stock Holding History

Studio Investment 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
Q1 		– Sell
-297
Closed -$25K – 280
2023
Q4 		$25K Hold
297
– – 0.01% 192
2023
Q3 		$23.9K Hold
297
– – 0.01% 188
2023
Q2 		$26.2K Buy
+297
New +$27.4K 0.01% 185

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

Studio Investment Management's WEC Position: Q1 2024 in Review

Studio Investment Management sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 297 shares — an estimated $25K sold.

Studio Investment Management first reported a position in WEC in Q2 2023 and held it in 3 quarters. The position peaked at $26.2K in Q2 2023. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Studio Investment Management reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Studio Investment Management sold 297 WEC Energy shares in Q1 2024, an estimated $25K.
  • Studio Investment Management first reported a position in WEC Energy in Q2 2023 and held it in 3 quarters.
  • Studio Investment Management's WEC Energy position peaked at $26.2K in Q2 2023.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Studio Investment Management's 13F filing for Q1 2024, filed 15 May 2024.