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Piedmont Investment Advisors’s WEC Energy WEC Stock Holding History

Piedmont 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
2020
Q2 		– Sell
-6,038
Closed -$532K – 690
2020
Q1 		$532K Buy
6,038
+67
+1% +$6.44K 0.02% 430
2019
Q4 		$551K Buy
5,971
+1,070
+22% +$97.6K 0.02% 486
2019
Q3 		$466K Buy
4,901
+218
+5% +$19.6K 0.02% 552
2019
Q2 		$390K Sell
4,683
-425
-8% -$34.1K 0.02% 654
2019
Q1 		$404K Buy
5,108
+418
+9% +$31K 0.02% 635
2018
Q4 		$325K Buy
4,690
+1,411
+43% +$99.1K 0.02% 671
2018
Q3 		$219K Sell
3,279
-417
-11% -$27.8K 0.01% 941
2018
Q2 		$239K Buy
+3,696
New +$230K 0.01% 749
2017
Q1 		– Sell
-395,039
Closed -$23.2M – 632
2016
Q4 		$23.2M Buy
395,039
+68,840
+21% +$3.95M 0.48% 62
2016
Q3 		$19.5M Sell
326,199
-58,917
-15% -$3.68M 0.42% 67
2016
Q2 		$25.1M Buy
385,116
+2,930
+0.8% +$176K 0.52% 55
2016
Q1 		$23M Buy
+382,186
New +$21.4M 0.48% 62
2015
Q4 		– Sell
-2,508
Closed -$131K – 426
2015
Q3 		$131K Hold
2,508
– – ﹤0.01% 269
2015
Q2 		$113K Buy
2,508
+276
+12% +$13.3K ﹤0.01% 273
2015
Q1 		$110K Hold
2,232
– – 0.01% 145
2014
Q4 		$118K Hold
2,232
– – 0.01% 141
2014
Q3 		$96K Sell
2,232
-61
-3% -$2.71K 0.01% 154
2014
Q2 		$108K Buy
2,293
+136
+6% +$6.32K 0.01% 148
2014
Q1 		$100K Hold
2,157
– – 0.01% 156
2013
Q4 		$89.2K Sell
2,157
-58,570
-96% -$2.43M ﹤0.01% 151
2013
Q3 		$2.45M Buy
60,727
+1,957
+3% +$81.5K 0.13% 88
2013
Q2 		$2.41M Buy
+58,770
New +$2.49M 0.11% 108

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Piedmont Investment Advisors's WEC Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 6,038 shares — an estimated $532K sold.

Piedmont Investment Advisors first reported a position in WEC in Q2 2013 and held it in 22 quarters. The position peaked at $25.1M in Q2 2016. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,038 WEC Energy shares in Q2 2020, an estimated $532K.
  • Piedmont Investment Advisors first reported a position in WEC Energy in Q2 2013 and held it in 22 quarters.
  • Piedmont Investment Advisors's WEC Energy position peaked at $25.1M in Q2 2016.
  • 904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.