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Ameritas Investment Company’s WEC Energy WEC Stock Holding History

Ameritas Investment Company’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
Q3 		$1.08M Buy
12,251
+1,654
+16% +$155K 0.05% 264
2021
Q2 		$947K Sell
10,597
-722
-6% -$68K 0.05% 295
2021
Q1 		$1.06M Buy
11,319
+2,122
+23% +$185K 0.09% 211
2020
Q4 		$846K Buy
9,197
+2,470
+37% +$240K 0.16% 142
2020
Q3 		$590K Hold
6,727
– – 0.18% 150
2020
Q2 		$590K Sell
6,727
-51
-0.8% -$4.6K 0.17% 154
2020
Q1 		$597K Sell
6,778
-200
-3% -$19.2K 0.1% 170
2019
Q4 		$644K Buy
6,978
+585
+9% +$53.3K 0.14% 149
2019
Q3 		$608K Buy
6,393
+2,391
+60% +$215K 0.12% 153
2019
Q2 		$334K Sell
4,002
-8,994
-69% -$721K 0.16% 137
2019
Q1 		$1.03M Sell
12,996
-463
-3% -$34.4K 0.19% 101
2018
Q4 		$932K Buy
+13,459
New +$945K 0.2% 102

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Ameritas Investment Company's WEC Position: Q3 2021 in Review

Ameritas Investment Company increased its WEC Energy (WEC) stake by 16% in Q3 2021, buying an estimated $155K and bringing the position to 12,251 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #264.

Ameritas Investment Company first reported a position in WEC in Q4 2018 and has held it in 12 quarters since. 929 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

  • Ameritas Investment Company held 12,251 shares of WEC Energy worth $1.08M as of Q3 2021.
  • Ameritas Investment Company bought 1,654 WEC Energy shares in Q3 2021, an estimated $155K.
  • WEC Energy made up 0.05% of Ameritas Investment Company's portfolio in Q3 2021, its #264 holding.
  • Ameritas Investment Company first reported a position in WEC Energy in Q4 2018 and has held it in 12 quarters since.
  • 929 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.