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AIA Investment Management’s WEC Energy WEC Stock Holding History

AIA 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
2020
Q3 		$331K Buy
3,420
+668
+24% +$62.2K 0.08% 130
2020
Q2 		$241K Sell
2,752
-180
-6% -$16.2K 0.05% 104
2020
Q1 		$258K Hold
2,932
– – 0.05% 83
2019
Q4 		$270K Buy
2,932
+704
+32% +$64.2K 0.34% 41
2019
Q3 		$212K Buy
+2,228
New +$201K 0.21% 58

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIA Investment Management's WEC Position: Q3 2020 in Review

AIA Investment Management increased its WEC Energy (WEC) stake by 24% in Q3 2020, buying an estimated $62.2K and bringing the position to 3,420 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #130.

AIA Investment Management first reported a position in WEC in Q3 2019 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • AIA Investment Management held 3,420 shares of WEC Energy worth $331K as of Q3 2020.
  • AIA Investment Management bought 668 WEC Energy shares in Q3 2020, an estimated $62.2K.
  • WEC Energy made up 0.08% of AIA Investment Management's portfolio in Q3 2020, its #130 holding.
  • AIA Investment Management first reported a position in WEC Energy in Q3 2019 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.