RIM
WEC icon

Rampart Investment Management’s WEC Energy WEC Stock Holding History

Rampart Investment Management’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
Q3 		– Sell
-6,365
Closed -$558K – 525
2020
Q2 		$558K Buy
6,365
+3,901
+158% +$352K 0.09% 236
2020
Q1 		$217K Sell
2,464
-16,857
-87% -$1.62M 0.1% 180
2019
Q4 		$1.78M Sell
19,321
-3,584
-16% -$327K 0.22% 137
2019
Q3 		$2.18M Sell
22,905
-3,258
-12% -$294K 0.27% 116
2019
Q2 		$2.18M Sell
26,163
-1,377
-5% -$110K 0.26% 118
2019
Q1 		$2.18M Buy
27,540
+3,337
+14% +$248K 0.25% 125
2018
Q4 		$1.68M Buy
24,203
+15,188
+168% +$1.07M 0.47% 57
2018
Q3 		$234K Buy
9,015
+5,809
+181% +$387K 0.1% 216
2018
Q2 		$207K Sell
3,206
-159
-5% -$9.88K 0.02% 449
2018
Q1 		$211K Sell
3,365
-477
-12% -$29.6K 0.02% 449
2017
Q4 		$255K Sell
3,842
-480
-11% -$32.2K 0.1% 238
2017
Q3 		$271K Buy
4,322
+222
+5% +$14.2K 0.09% 242
2017
Q2 		$252K Buy
4,100
+3,232
+372% +$200K 0.09% 246
2017
Q1 		$53K Buy
+868
New +$51.2K 0.02% 255

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 $7.71B AUM 11.08% 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
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
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

Rampart Investment Management's WEC Position: Q3 2020 in Review

Rampart Investment Management sold out of WEC Energy (WEC) in Q3 2020, closing a stake of 6,365 shares — an estimated $558K sold.

Rampart Investment Management first reported a position in WEC in Q1 2017 and held it in 14 quarters. The position peaked at $2.18M in Q2 2019. 909 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

  • Rampart Investment Management reported no remaining WEC Energy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 6,365 WEC Energy shares in Q3 2020, an estimated $558K.
  • Rampart Investment Management first reported a position in WEC Energy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's WEC Energy position peaked at $2.18M in Q2 2019.
  • 909 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.