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Pendal Group’s WEC Energy WEC Stock Holding History

Pendal Group’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
Q1 		– Sell
-24,388
Closed -$2.24M – 618
2020
Q4 		$2.24M Buy
24,388
+5,710
+31% +$556K 0.02% 206
2020
Q3 		$1.81M Sell
18,678
-165
-0.9% -$15.4K 0.02% 186
2020
Q2 		$1.65M Sell
18,843
-887
-4% -$80K 0.02% 196
2020
Q1 		$1.74M Buy
+19,730
New +$1.9M 0.03% 169

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pendal Group's WEC Position: Q1 2021 in Review

Pendal Group sold out of WEC Energy (WEC) in Q1 2021, closing a stake of 24,388 shares — an estimated $2.24M sold.

Pendal Group first reported a position in WEC in Q1 2020 and held it in 4 quarters. The position peaked at $2.24M in Q4 2020. 934 funds tracked by Wall St. Rank hold WEC as of Q1 2021.

  • Pendal Group reported no remaining WEC Energy position as of Q1 2021 after selling out during the quarter.
  • Pendal Group sold 24,388 WEC Energy shares in Q1 2021, an estimated $2.24M.
  • Pendal Group first reported a position in WEC Energy in Q1 2020 and held it in 4 quarters.
  • Pendal Group's WEC Energy position peaked at $2.24M in Q4 2020.
  • 934 funds tracked by Wall St. Rank held WEC Energy as of Q1 2021.

Based on Pendal Group's 13F filing for Q1 2021, filed 3 May 2021.