Van Lanschot Kempen Investment Management’s WEC Energy WEC Stock Holding History

Van Lanschot Kempen 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
2024 Q4	–	Sell	-73,784	Closed	-$7.1M	–	242
2024 Q3	$7.1M	Buy	73,784 +2,144	+3%	+$190K	0.07%	149
2024 Q2	$5.62M	Hold	71,640	–	–	0.06%	156
2024 Q1	$5.88M	Buy	71,640 +9,086	+15%	+$731K	0.07%	152
2023 Q4	$5.27M	Hold	62,554	–	–	0.07%	149
2023 Q3	$5.04M	Hold	62,554	–	–	0.09%	125
2023 Q2	$5.52M	Buy	62,554 +1,159	+2%	+$107K	0.1%	129
2023 Q1	$5.82M	Hold	61,395	–	–	0.11%	129
2022 Q4	$5.76M	Buy	61,395 +8,469	+16%	+$783K	0.17%	112
2022 Q3	$4.73M	Hold	52,926	–	–	0.19%	104
2022 Q2	$5.33M	Buy	52,926 +9,812	+23%	+$995K	0.19%	106
2022 Q1	$4.3M	Buy	43,114 +24,825	+136%	+$2.34M	0.13%	114
2021 Q4	$1.77M	Buy	+18,289	New	+$1.67M	0.05%	144
2021 Q2	–	Sell	-6,325	Closed	-$592K	–	214
2021 Q1	$592K	Buy	+6,325	New	+$551K	0.03%	149
2020 Q2	–	Sell	-2,860	Closed	-$252K	–	202
2020 Q1	$252K	Buy	+2,860	New	+$275K	0.02%	149
2015 Q3	–	Sell	-359,549	Closed	-$16.2M	–	142
2015 Q2	$16.2M	Buy	+359,549	New	+$17.3M	1.84%	25

Other funds holding WEC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Van Lanschot Kempen Investment Management's WEC Position: Q4 2024 in Review

Van Lanschot Kempen Investment Management sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 73,784 shares — an estimated $7.1M sold.

Van Lanschot Kempen Investment Management first reported a position in WEC in Q2 2015 and held it in 15 quarters. The position peaked at $16.2M in Q2 2015. 1,199 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

Van Lanschot Kempen Investment Management reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
Van Lanschot Kempen Investment Management sold 73,784 WEC Energy shares in Q4 2024, an estimated $7.1M.
Van Lanschot Kempen Investment Management first reported a position in WEC Energy in Q2 2015 and held it in 15 quarters.
Van Lanschot Kempen Investment Management's WEC Energy position peaked at $16.2M in Q2 2015.
1,199 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.