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American Investment Services’s WEC Energy WEC Stock Holding History

American Investment Services’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
2021
Q1 		– Sell
-2,526
Closed -$232K – 144
2020
Q4 		$232K Sell
2,526
-6,985
-73% -$680K 0.07% 128
2020
Q3 		$922K Hold
9,511
– – 0.31% 53
2020
Q2 		$834K Hold
9,511
– – 0.29% 56
2020
Q1 		$838K Hold
9,511
– – 0.32% 56
2019
Q4 		$877K Buy
9,511
+38
+0.4% +$3.46K 0.27% 64
2019
Q3 		$901K Sell
9,473
-1,907
-17% -$172K 0.28% 62
2019
Q2 		$949K Hold
11,380
– – 0.3% 55
2019
Q1 		$900K Sell
11,380
-3,899
-26% -$289K 0.29% 51
2018
Q4 		$1.06M Sell
15,279
-916
-6% -$64.3K 0.38% 43
2018
Q3 		$1.08M Buy
16,195
+280
+2% +$18.7K 0.36% 43
2018
Q2 		$1.03M Hold
15,915
– – 0.36% 50
2018
Q1 		$998K Hold
15,915
– – 0.35% 51
2017
Q4 		$1.06M Hold
15,915
– – 0.39% 47
2017
Q3 		$999K Hold
15,915
– – 0.38% 52
2017
Q2 		$977K Hold
15,915
– – 0.39% 52
2017
Q1 		$965K Hold
15,915
– – 0.39% 52
2016
Q4 		$933K Hold
15,915
– – 0.39% 50
2016
Q3 		$953K Hold
15,915
– – 0.4% 48
2016
Q2 		$1.04M Sell
15,915
-272
-2% -$16.4K 0.45% 45
2016
Q1 		$972K Hold
16,187
– – 0.48% 38
2015
Q4 		$831K Buy
+16,187
New +$826K 0.45% 44

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Investment Services's WEC Position: Q1 2021 in Review

American Investment Services sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 2,526 shares — an estimated $232K sold.

American Investment Services first reported a position in WEC in Q4 2015 and held it in 21 quarters. The position peaked at $1.08M in Q3 2018. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • American Investment Services reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • American Investment Services sold 2,526 WEC Energy shares in Q1 2021, an estimated $232K.
  • American Investment Services first reported a position in WEC Energy in Q4 2015 and held it in 21 quarters.
  • American Investment Services's WEC Energy position peaked at $1.08M in Q3 2018.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.