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TwinBeech Capital’s WEC Energy WEC Stock Holding History

TwinBeech 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
-84,541
Closed -$6.63M – 920
2024
Q2 		$6.63M Buy
+84,541
New +$6.87M 0.13% 193
2024
Q1 		– Sell
-152,118
Closed -$12.8M – 886
2023
Q4 		$12.8M Buy
152,118
+148,970
+4,732% +$12.3M 0.21% 148
2023
Q3 		$254K Buy
+3,148
New +$274K ﹤0.01% 584
2023
Q1 		– Sell
-104,258
Closed -$9.78M – 918
2022
Q4 		$9.78M Buy
+104,258
New +$9.63M 0.19% 154

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

TwinBeech Capital's WEC Position: Q3 2024 in Review

TwinBeech Capital sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 84,541 shares — an estimated $6.63M sold.

TwinBeech Capital first reported a position in WEC in Q4 2022 and held it in 4 quarters. The position peaked at $12.8M in Q4 2023. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • TwinBeech Capital reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • TwinBeech Capital sold 84,541 WEC Energy shares in Q3 2024, an estimated $6.63M.
  • TwinBeech Capital first reported a position in WEC Energy in Q4 2022 and held it in 4 quarters.
  • TwinBeech Capital's WEC Energy position peaked at $12.8M in Q4 2023.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on TwinBeech Capital's 13F filing for Q3 2024, filed 14 Nov 2024.