AIM
WEC icon

Achmea Investment Management’s WEC Energy WEC Stock Holding History

Achmea 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
2023
Q3 		– Sell
-262
Closed -$23K – 630
2023
Q2 		$23K Hold
262
– – ﹤0.01% 621
2023
Q1 		$25K Hold
262
– – ﹤0.01% 583
2022
Q4 		$23K Hold
262
– – ﹤0.01% 606
2022
Q3 		$24K Hold
262
– – ﹤0.01% 595
2022
Q2 		$26K Hold
262
– – ﹤0.01% 584
2022
Q1 		$27K Buy
+262
New +$24.7K ﹤0.01% 601
2021
Q4 		– Sell
-262
Closed -$23K – 628
2021
Q3 		$23K Sell
262
-20,363
-99% -$1.91M ﹤0.01% 584
2021
Q2 		$1.83M Hold
20,625
– – 0.06% 338
2021
Q1 		$1.93M Sell
20,625
-12,894
-38% -$1.12M 0.07% 332
2020
Q4 		$3.08M Hold
33,519
– – 0.11% 231
2020
Q3 		$3.25M Sell
33,519
-84,597
-72% -$7.88M 0.14% 191
2020
Q2 		$10.4M Sell
118,116
-16,317
-12% -$1.47M 0.35% 63
2020
Q1 		$11.8M Buy
134,433
+71,998
+115% +$6.92M 0.54% 42
2019
Q4 		$5.76M Buy
62,435
+21,300
+52% +$1.94M 0.22% 114
2019
Q3 		$3.91M Buy
41,135
+24,621
+149% +$2.22M 0.15% 167
2019
Q2 		$1.38M Buy
16,514
+451
+3% +$36.2K 0.05% 335
2019
Q1 		$1.27M Buy
16,063
+1,604
+11% +$119K 0.05% 304
2018
Q4 		$1M Hold
14,459
– – 0.05% 327
2018
Q3 		$964K Sell
14,459
-4,563
-24% -$304K 0.04% 369
2018
Q2 		$1.23M Hold
19,022
– – 0.04% 338
2018
Q1 		$1.19M Sell
19,022
-16,436
-46% -$1.02M 0.04% 366
2017
Q4 		$2.35M Buy
35,458
+16,436
+86% +$1.1M 0.08% 274
2017
Q3 		$1.19M Sell
19,022
-19,377
-50% -$1.24M 0.07% 306
2017
Q2 		$2.36M Sell
38,399
-4,751
-11% -$293K 0.14% 196
2017
Q1 		$2.62M Buy
+43,150
New +$2.54M 0.12% 214

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Achmea Investment Management's WEC Position: Q3 2023 in Review

Achmea Investment Management sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 262 shares — an estimated $23K sold.

Achmea Investment Management first reported a position in WEC in Q1 2017 and held it in 25 quarters. The position peaked at $11.8M in Q1 2020. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Achmea Investment Management reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Achmea Investment Management sold 262 WEC Energy shares in Q3 2023, an estimated $23K.
  • Achmea Investment Management first reported a position in WEC Energy in Q1 2017 and held it in 25 quarters.
  • Achmea Investment Management's WEC Energy position peaked at $11.8M in Q1 2020.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.