EIM
WEC icon

ExxonMobil Investment Management’s WEC Energy WEC Stock Holding History

ExxonMobil 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
2018
Q1 		$3.03M Sell
48,307
-1,871
-4% -$116K 0.09% 257
2017
Q4 		$3.33M Sell
50,178
-7,451
-13% -$500K 0.09% 253
2017
Q3 		$3.62M Sell
57,629
-2,962
-5% -$189K 0.09% 256
2017
Q2 		$3.72M Sell
60,591
-9,490
-14% -$586K 0.09% 247
2017
Q1 		$4.25M Sell
70,081
-2,974
-4% -$175K 0.09% 243
2016
Q4 		$4.29M Sell
73,055
-7,534
-9% -$432K 0.1% 246
2016
Q3 		$4.83M Sell
80,589
-1,116
-1% -$69.7K 0.1% 240
2016
Q2 		$5.33M Buy
81,705
+4,851
+6% +$292K 0.11% 218
2016
Q1 		$4.62M Buy
76,854
+6,096
+9% +$341K 0.11% 232
2015
Q4 		$3.63M Sell
70,758
-1,710
-2% -$87.3K 0.09% 258
2015
Q3 		$3.78M Buy
72,468
+1,730
+2% +$84.2K 0.1% 244
2015
Q2 		$3.18M Buy
70,738
+16,507
+30% +$792K 0.08% 291
2015
Q1 		$2.68M Buy
54,231
+1,063
+2% +$55.6K 0.06% 355
2014
Q4 		$2.8M Sell
53,168
-2,094
-4% -$103K 0.06% 330
2014
Q3 		$2.38M Sell
55,262
-2,115
-4% -$93.9K 0.06% 373
2014
Q2 		$2.69M Sell
57,377
-1,797
-3% -$83.5K 0.06% 359
2014
Q1 		$2.75M Buy
59,174
+208
+0.4% +$8.96K 0.06% 350
2013
Q4 		$2.44M Sell
58,966
-1,562
-3% -$64.8K 0.06% 368
2013
Q3 		$2.44M Sell
60,528
-3,028
-5% -$126K 0.06% 353
2013
Q2 		$2.6M Buy
+63,556
New +$2.7M 0.07% 340

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

ExxonMobil Investment Management's WEC Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its WEC Energy (WEC) stake by 3.7% in Q1 2018, selling an estimated $116K and leaving 48,307 shares worth $3.03M. The position accounts for 0.09% of the portfolio, ranked #257.

ExxonMobil Investment Management first reported a position in WEC in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.33M in Q2 2016. 783 funds tracked by Wall St. Rank hold WEC as of Q1 2018.

  • ExxonMobil Investment Management held 48,307 shares of WEC Energy worth $3.03M as of Q1 2018.
  • ExxonMobil Investment Management sold 1,871 WEC Energy shares in Q1 2018, an estimated $116K.
  • WEC Energy made up 0.09% of ExxonMobil Investment Management's portfolio in Q1 2018, its #257 holding.
  • ExxonMobil Investment Management first reported a position in WEC Energy in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's WEC Energy position peaked at $5.33M in Q2 2016.
  • 783 funds tracked by Wall St. Rank held WEC Energy as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.