AMF Tjänstepension’s WEC Energy WEC Stock Holding History

AMF Tjänstepension’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
2024 Q4	–	Sell	-260,402	Closed	-$25M	–	266
2024 Q3	$25M	Hold	260,402	–	–	0.18%	75
2024 Q2	$20.4M	Buy	+260,402	New	+$21.2M	0.15%	83
2017 Q4	–	Sell	-499,273	Closed	-$31.3M	–	188
2017 Q3	$31.3M	Hold	499,273	–	–	0.34%	106
2017 Q2	$30.3M	Hold	499,273	–	–	0.35%	111
2017 Q1	$30.3M	Sell	499,273 -8,281	-2%	-$488K	0.35%	111
2016 Q4	$29.8M	Sell	507,554 -39,883	-7%	-$2.29M	0.35%	111
2016 Q3	$32.8M	Sell	547,437 -386,840	-41%	-$24.1M	0.41%	90
2016 Q2	$61M	Buy	934,277 +65,497	+8%	+$3.94M	0.78%	44
2016 Q1	$52.2M	Buy	868,780 +56,802	+7%	+$3.18M	0.68%	57
2015 Q4	$41.7M	Hold	811,978	–	–	0.59%	63
2015 Q3	$42.4M	Hold	811,978	–	–	0.64%	54
2015 Q2	$36.5M	Buy	811,978 +140,470	+21%	+$6.74M	0.51%	67
2015 Q1	$33.2M	Sell	671,508 -12,482	-2%	-$653K	0.42%	85
2014 Q4	$36.1M	Buy	+683,990	New	+$33.6M	0.46%	77

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AMF Tjänstepension's WEC Position: Q4 2024 in Review

AMF Tjänstepension sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 260,402 shares — an estimated $25M sold.

AMF Tjänstepension first reported a position in WEC in Q4 2014 and held it in 14 quarters. The position peaked at $61M in Q2 2016. 1,199 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

AMF Tjänstepension reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
AMF Tjänstepension sold 260,402 WEC Energy shares in Q4 2024, an estimated $25M.
AMF Tjänstepension first reported a position in WEC Energy in Q4 2014 and held it in 14 quarters.
AMF Tjänstepension's WEC Energy position peaked at $61M in Q2 2016.
1,199 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on AMF Tjänstepension's 13F filing for Q4 2024, filed 7 Feb 2025.