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Fort Washington Investment Advisors’s WEC Energy WEC Stock Holding History

Fort Washington Investment Advisors’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
Q4 		– Sell
-2,300
Closed -$203K – 524
2021
Q3 		$203K Buy
+2,300
New +$216K ﹤0.01% 498
2019
Q1 		– Sell
-2,900
Closed -$201K – 545
2018
Q4 		$201K Sell
2,900
-3,700
-56% -$260K ﹤0.01% 513
2018
Q3 		$441K Sell
6,600
-2,100
-24% -$140K ﹤0.01% 440
2018
Q2 		$562K Buy
8,700
+1,500
+21% +$93.2K 0.01% 408
2018
Q1 		$451K Buy
7,200
+3,911
+119% +$243K ﹤0.01% 453
2017
Q4 		$218K Sell
3,289
-1,400
-30% -$93.9K ﹤0.01% 572
2017
Q3 		$294K Sell
4,689
-1,100
-19% -$70.2K ﹤0.01% 461
2017
Q2 		$355K Sell
5,789
-1,237
-18% -$76.4K 0.01% 419
2017
Q1 		$426K Sell
7,026
-5,713
-45% -$337K 0.01% 404
2016
Q4 		$747K Buy
12,739
+6,450
+103% +$370K 0.01% 343
2016
Q3 		$377K Buy
6,289
+3,150
+100% +$197K 0.01% 368
2016
Q2 		$205K Sell
3,139
-1,325
-30% -$79.7K ﹤0.01% 441
2016
Q1 		$268K Buy
+4,464
New +$250K 0.01% 420
2015
Q2 		– Sell
-6,139
Closed -$304K – 435
2015
Q1 		$304K Hold
6,139
– – 0.01% 379
2014
Q4 		$324K Sell
6,139
-600
-9% -$29.4K 0.01% 378
2014
Q3 		$290K Sell
6,739
-1,000
-13% -$44.4K 0.01% 396
2014
Q2 		$363K Hold
7,739
– – 0.01% 380
2014
Q1 		$360K Hold
7,739
– – 0.01% 371
2013
Q4 		$320K Hold
7,739
– – 0.01% 435
2013
Q3 		$313K Buy
+7,739
New +$322K 0.01% 394

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fort Washington Investment Advisors's WEC Position: Q4 2021 in Review

Fort Washington Investment Advisors sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 2,300 shares — an estimated $203K sold.

Fort Washington Investment Advisors first reported a position in WEC in Q3 2013 and held it in 20 quarters. The position peaked at $747K in Q4 2016. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Fort Washington Investment Advisors reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 2,300 WEC Energy shares in Q4 2021, an estimated $203K.
  • Fort Washington Investment Advisors first reported a position in WEC Energy in Q3 2013 and held it in 20 quarters.
  • Fort Washington Investment Advisors's WEC Energy position peaked at $747K in Q4 2016.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.