Te Ahumairangi Investment Management’s WEC Energy WEC Stock Holding History

Te Ahumairangi 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
2022 Q3	–	Sell	-6,882	Closed	-$693K	–	98
2022 Q2	$693K	Sell	6,882 -6,300	-48%	-$639K	0.1%	91
2022 Q1	$1.32M	Sell	13,182 -7,300	-36%	-$689K	0.18%	89
2021 Q4	$1.99M	Sell	20,482 -14,900	-42%	-$1.36M	0.26%	87
2021 Q3	$3.12M	Sell	35,382 -4,983	-12%	-$467K	0.43%	75
2021 Q2	$3.59M	Buy	40,365 +11,500	+40%	+$1.08M	0.47%	76
2021 Q1	$2.7M	Buy	28,865 +8,700	+43%	+$758K	0.35%	87
2020 Q4	$1.86M	Buy	20,165 +7,800	+63%	+$759K	0.26%	101
2020 Q3	$1.2M	Buy	+12,365	New	+$1.15M	0.2%	102

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Te Ahumairangi Investment Management's WEC Position: Q3 2022 in Review

Te Ahumairangi Investment Management sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 6,882 shares — an estimated $693K sold.

Te Ahumairangi Investment Management first reported a position in WEC in Q3 2020 and held it in 8 quarters. The position peaked at $3.59M in Q2 2021. 1,014 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Te Ahumairangi Investment Management reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
Te Ahumairangi Investment Management sold 6,882 WEC Energy shares in Q3 2022, an estimated $693K.
Te Ahumairangi Investment Management first reported a position in WEC Energy in Q3 2020 and held it in 8 quarters.
Te Ahumairangi Investment Management's WEC Energy position peaked at $3.59M in Q2 2021.
1,014 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Te Ahumairangi Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.