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AIA Group’s WEC Energy WEC Stock Holding History

AIA Group’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
Q2 		– Sell
-12,961
Closed -$1.23M – 503
2023
Q1 		$1.23M Sell
12,961
-1,948
-13% -$180K 0.07% 130
2022
Q4 		$1.4M Buy
14,909
+9,379
+170% +$867K 0.09% 101
2022
Q3 		$495K Sell
5,530
-3,408
-38% -$348K 0.03% 191
2022
Q2 		$900K Buy
8,938
+8,236
+1,173% +$835K 0.05% 166
2022
Q1 		$70K Buy
702
+361
+106% +$34.1K ﹤0.01% 500
2021
Q4 		$33K Buy
+341
New +$31.2K ﹤0.01% 501
2021
Q1 		– Sell
-3,986
Closed -$348K – 214
2020
Q4 		$348K Buy
+3,986
New +$388K 0.04% 145

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIA Group's WEC Position: Q2 2023 in Review

AIA Group sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 12,961 shares — an estimated $1.23M sold.

AIA Group first reported a position in WEC in Q4 2020 and held it in 7 quarters. The position peaked at $1.4M in Q4 2022. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • AIA Group reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • AIA Group sold 12,961 WEC Energy shares in Q2 2023, an estimated $1.23M.
  • AIA Group first reported a position in WEC Energy in Q4 2020 and held it in 7 quarters.
  • AIA Group's WEC Energy position peaked at $1.4M in Q4 2022.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.