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Scout Investments’s WEC Energy WEC Stock Holding History

Scout Investments’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
2024
Q3 		$41.5M Sell
434,676
-4,105
-0.9% -$364K 1.09% 17
2024
Q2 		$34.4M Buy
438,781
+241,214
+122% +$19.6M 0.92% 21
2024
Q1 		$16.1M Sell
197,567
-12,869
-6% -$1.03M 0.4% 93
2023
Q4 		$17.7M Sell
210,436
-49,863
-19% -$4.11M 0.44% 82
2023
Q3 		$20.1M Sell
260,299
-62,873
-19% -$5.46M 0.46% 78
2023
Q2 		$29.9M Sell
323,172
-666,393
-67% -$61.6M 0.61% 52
2023
Q1 		$93.8M Sell
989,565
-187,080
-16% -$17.3M 1.91% 3
2022
Q4 		$110M Buy
1,176,645
+58,231
+5% +$5.38M 2.25% 1
2022
Q3 		$100M Sell
1,118,414
-88,520
-7% -$9.04M 2.07% 2
2022
Q2 		$121M Buy
1,206,934
+506,242
+72% +$51.3M 2.4% 2
2022
Q1 		$69.9M Sell
700,692
-18,582
-3% -$1.75M 1.12% 21
2021
Q4 		$69.8M Sell
719,274
-27,575
-4% -$2.52M 1.01% 17
2021
Q3 		$65.9M Sell
746,849
-153,165
-17% -$14.4M 0.98% 18
2021
Q2 		$80.1M Buy
900,014
+80,339
+10% +$7.57M 1.19% 11
2021
Q1 		$76.7M Buy
819,675
+537,224
+190% +$46.8M 1.15% 6
2020
Q4 		$26M Sell
282,451
-1,452
-0.5% -$141K 0.48% 65
2020
Q3 		$27.5M Buy
283,903
+70,254
+33% +$6.55M 0.61% 41
2020
Q2 		$18.7M Sell
213,649
-456,738
-68% -$41.2M 0.45% 83
2020
Q1 		$59.1M Sell
670,387
-108,397
-14% -$10.4M 1.76% 1
2019
Q4 		$71.8M Sell
778,784
-792,523
-50% -$72.3M 1.39% 8
2019
Q3 		$149M Sell
1,571,307
-120,956
-7% -$10.9M 2.97% 1
2019
Q2 		$141M Buy
1,692,263
+777,086
+85% +$62.3M 2.72% 2
2019
Q1 		$72.4M Sell
915,177
-57,401
-6% -$4.26M 1.48% 6
2018
Q4 		$67.4M Buy
+972,578
New +$68.3M 1.69% 7

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Scout Investments's WEC Position: Q3 2024 in Review

Scout Investments reduced its WEC Energy (WEC) stake by 0.94% in Q3 2024, selling an estimated $364K and leaving 434,676 shares worth $41.5M. The position accounts for 1.09% of the portfolio, ranked #17.

Scout Investments first reported a position in WEC in Q4 2018 and has held it in 24 quarters since. The position peaked at $149M in Q3 2019. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Scout Investments held 434,676 shares of WEC Energy worth $41.5M as of Q3 2024.
  • Scout Investments sold 4,105 WEC Energy shares in Q3 2024, an estimated $364K.
  • WEC Energy made up 1.09% of Scout Investments's portfolio in Q3 2024, its #17 holding.
  • Scout Investments first reported a position in WEC Energy in Q4 2018 and has held it in 24 quarters since.
  • Scout Investments's WEC Energy position peaked at $149M in Q3 2019.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.