Viking Fund Management’s WEC Energy WEC Stock Holding History

Viking Fund 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	-17,000	Closed	-$1.4M	–	130
2024 Q1	$1.4M	Sell	17,000 -50,000	-75%	-$4.02M	0.25%	97
2023 Q4	$5.64M	Buy	+67,000	New	+$5.52M	1.1%	29
2020 Q3	–	Sell	-45,000	Closed	-$3.94M	–	126
2020 Q2	$3.94M	Buy	45,000 +4,000	+10%	+$361K	1.46%	22
2020 Q1	$3.61M	Buy	+41,000	New	+$3.94M	1.59%	23
2019 Q2	–	Sell	-14,000	Closed	-$1.11M	–	123
2019 Q1	$1.11M	Sell	14,000 -18,000	-56%	-$1.34M	0.28%	83
2018 Q4	$2.22M	Sell	32,000 -2,000	-6%	-$140K	0.62%	54
2018 Q3	$2.27M	Hold	34,000	–	–	0.46%	62
2018 Q2	$2.2M	Hold	34,000	–	–	0.42%	63
2018 Q1	$2.13M	Buy	34,000 +4,000	+13%	+$248K	0.4%	65
2017 Q4	$1.99M	Buy	+30,000	New	+$2.01M	0.33%	68

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Viking Fund Management's WEC Position: Q2 2024 in Review

Viking Fund Management sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 17,000 shares — an estimated $1.4M sold.

Viking Fund Management first reported a position in WEC in Q4 2017 and held it in 10 quarters. The position peaked at $5.64M in Q4 2023. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

Viking Fund Management reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
Viking Fund Management sold 17,000 WEC Energy shares in Q2 2024, an estimated $1.4M.
Viking Fund Management first reported a position in WEC Energy in Q4 2017 and held it in 10 quarters.
Viking Fund Management's WEC Energy position peaked at $5.64M in Q4 2023.
1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Viking Fund Management's 13F filing for Q2 2024, filed 16 Jul 2024.