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Centersquare Investment Management’s WEC Energy WEC Stock Holding History

Centersquare 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 		– Sell
-280
Closed -$25K – 141
2020
Q2 		$25K Sell
280
-270
-49% -$24.4K ﹤0.01% 111
2020
Q1 		$48K Buy
+550
New +$52.9K ﹤0.01% 107

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

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

Centersquare Investment Management sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 280 shares — an estimated $25K sold.

Centersquare Investment Management first reported a position in WEC in Q1 2020 and held it in 2 quarters. The position peaked at $48K in Q1 2020. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Centersquare Investment Management reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
  • Centersquare Investment Management sold 280 WEC Energy shares in Q3 2020, an estimated $25K.
  • Centersquare Investment Management first reported a position in WEC Energy in Q1 2020 and held it in 2 quarters.
  • Centersquare Investment Management's WEC Energy position peaked at $48K in Q1 2020.
  • 908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

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