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Tennessee Valley Asset Management Partners’s WEC Energy WEC Stock Holding History

Tennessee Valley Asset Management Partners’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
-303
Closed -$25.5K – 774
2023
Q4 		$25.5K Buy
+303
New +$25K ﹤0.01% 311

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Tennessee Valley Asset Management Partners's WEC Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 303 shares — an estimated $25.5K sold.

Tennessee Valley Asset Management Partners first reported a position in WEC in Q4 2023 and held it in 1 quarter. The position peaked at $25.5K in Q4 2023. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 303 WEC Energy shares in Q1 2024, an estimated $25.5K.
  • Tennessee Valley Asset Management Partners first reported a position in WEC Energy in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's WEC Energy position peaked at $25.5K in Q4 2023.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.