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Investment Management of Virginia’s WEC Energy WEC Stock Holding History

Investment Management of Virginia’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
2019
Q2 		– Sell
-42,644
Closed -$3.37M – 156
2019
Q1 		$3.37M Buy
42,644
+21,322
+100% +$1.58M 0.4% 77
2018
Q4 		$1.48M Sell
21,322
-2,928
-12% -$206K 0.38% 82
2018
Q3 		$1.62M Hold
24,250
– – 0.34% 81
2018
Q2 		$1.57M Sell
24,250
-100
-0.4% -$6.21K 0.35% 84
2018
Q1 		$1.53M Buy
24,350
+75
+0.3% +$4.65K 0.35% 89
2017
Q4 		$1.61M Sell
24,275
-290
-1% -$19.5K 0.38% 82
2017
Q3 		$1.54M Sell
24,565
-75
-0.3% -$4.79K 0.36% 82
2017
Q2 		$1.51M Buy
24,640
+125
+0.5% +$7.72K 0.36% 79
2017
Q1 		$1.49M Sell
24,515
-50
-0.2% -$2.95K 0.37% 76
2016
Q4 		$1.44M Sell
24,565
-275
-1% -$15.8K 0.34% 79
2016
Q3 		$1.49M Buy
24,840
+5
+0% +$312 0.36% 72
2016
Q2 		$1.62M Buy
24,835
+400
+2% +$24.1K 0.41% 69
2016
Q1 		$1.47M Sell
24,435
-750
-3% -$42K 0.39% 74
2015
Q4 		$1.29M Buy
25,185
+125
+0.5% +$6.38K 0.34% 91
2015
Q3 		$1.31M Sell
25,060
-375
-1% -$18.2K 0.35% 86
2015
Q2 		$1.14M Buy
+25,435
New +$1.22M 0.26% 110

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investment Management of Virginia's WEC Position: Q2 2019 in Review

Investment Management of Virginia sold out of WEC Energy (WEC) in Q2 2019, closing a stake of 42,644 shares — an estimated $3.37M sold.

Investment Management of Virginia first reported a position in WEC in Q2 2015 and held it in 16 quarters. The position peaked at $3.37M in Q1 2019. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

  • Investment Management of Virginia reported no remaining WEC Energy position as of Q2 2019 after selling out during the quarter.
  • Investment Management of Virginia sold 42,644 WEC Energy shares in Q2 2019, an estimated $3.37M.
  • Investment Management of Virginia first reported a position in WEC Energy in Q2 2015 and held it in 16 quarters.
  • Investment Management of Virginia's WEC Energy position peaked at $3.37M in Q1 2019.
  • 854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on Investment Management of Virginia's 13F filing for Q2 2019, filed 30 Jul 2019.