MC
WEC icon

Martin Currie’s WEC Energy WEC Stock Holding History

Martin Currie’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
Q2 		– Sell
-10,500
Closed -$925K – 74
2020
Q1 		$925K Hold
10,500
– – 0.06% 50
2019
Q4 		$952K Sell
10,500
-36,864
-78% -$3.36M 0.05% 53
2019
Q3 		$4.5M Sell
47,364
-223,539
-83% -$20.1M 0.29% 54
2019
Q2 		$22.6M Buy
270,903
+35
+0% +$2.81K 1.61% 16
2019
Q1 		$21.4M Sell
270,868
-3,142
-1% -$233K 1.5% 16
2018
Q4 		$19M Buy
274,010
+5,184
+2% +$364K 1.54% 18
2018
Q3 		$17.9M Hold
268,826
– – 1.25% 18
2018
Q2 		$17.4M Buy
268,826
+56,547
+27% +$3.51M 1.21% 18
2018
Q1 		$13.3M Buy
212,279
+1,189
+0.6% +$73.8K 0.92% 23
2017
Q4 		$14M Sell
211,090
-1,227
-0.6% -$82.3K 0.99% 22
2017
Q3 		$13.3M Buy
212,317
+1,135
+0.5% +$72.4K 1.02% 24
2017
Q2 		$13M Sell
211,182
-14,187
-6% -$876K 1.04% 27
2017
Q1 		$13.7M Buy
225,369
+6,719
+3% +$396K 1.13% 29
2016
Q4 		$12.8M Sell
218,650
-17,100
-7% -$981K 1.2% 30
2016
Q3 		$14.1M Sell
235,750
-1,700
-0.7% -$106K 1.28% 25
2016
Q2 		$15.5M Sell
237,450
-36,600
-13% -$2.2M 1.5% 21
2016
Q1 		$16.5M Sell
274,050
-152,800
-36% -$8.55M 1.57% 18
2015
Q4 		$21.9M Sell
426,850
-1,500
-0.4% -$76.6K 2.22% 12
2015
Q3 		$22.4M Buy
428,350
+25,450
+6% +$1.24M 2.32% 12
2015
Q2 		$18.1M Buy
402,900
+392,400
+3,737% +$18.8M 1.73% 19
2015
Q1 		$520K Sell
10,500
-900
-8% -$47.1K 0.05% 84
2014
Q4 		$601K Hold
11,400
– – 0.05% 82
2014
Q3 		$490K Hold
11,400
– – 0.04% 78
2014
Q2 		$535K Hold
11,400
– – 0.05% 78
2014
Q1 		$531K Hold
11,400
– – 0.05% 76
2013
Q4 		$471K Hold
11,400
– – 0.04% 74
2013
Q3 		$460K Hold
11,400
– – 0.05% 77
2013
Q2 		$467K Buy
+11,400
New +$483K 0.05% 77

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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Martin Currie's WEC Position: Q2 2020 in Review

Martin Currie sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 10,500 shares — an estimated $925K sold.

Martin Currie first reported a position in WEC in Q2 2013 and held it in 28 quarters. The position peaked at $22.6M in Q2 2019. 905 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Martin Currie reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Martin Currie sold 10,500 WEC Energy shares in Q2 2020, an estimated $925K.
  • Martin Currie first reported a position in WEC Energy in Q2 2013 and held it in 28 quarters.
  • Martin Currie's WEC Energy position peaked at $22.6M in Q2 2019.
  • 905 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Martin Currie's 13F filing for Q2 2020, filed 14 Aug 2020.