Veritas Investment Management’s WEC Energy WEC Stock Holding History

Veritas 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 Q4	–	Sell	-5,080	Closed	-$492K	–	56
2020 Q3	$492K	Sell	5,080 -300	-6%	-$28K	0.03%	33
2020 Q2	$471K	Hold	5,380	–	–	0.03%	32
2020 Q1	$474K	Sell	5,380 -430	-7%	-$41.4K	0.04%	32
2019 Q4	$536K	Hold	5,810	–	–	0.04%	27
2019 Q3	$552K	Hold	5,810	–	–	0.05%	25
2019 Q2	$484K	Hold	5,810	–	–	0.04%	25
2019 Q1	$460K	Hold	5,810	–	–	0.05%	26
2018 Q4	$402K	Hold	5,810	–	–	0.05%	26
2018 Q3	$388K	Hold	5,810	–	–	0.04%	31
2018 Q2	$376K	Hold	5,810	–	–	0.05%	27
2018 Q1	$364K	Hold	5,810	–	–	0.05%	30
2017 Q4	$386K	Hold	5,810	–	–	0.05%	30
2017 Q3	$365K	Hold	5,810	–	–	0.05%	30
2017 Q2	$357K	Hold	5,810	–	–	0.05%	32
2017 Q1	$352K	Hold	5,810	–	–	0.06%	37
2016 Q4	$341K	Hold	5,810	–	–	0.06%	39
2016 Q3	$348K	Hold	5,810	–	–	0.07%	41
2016 Q2	$379K	Hold	5,810	–	–	0.07%	37
2016 Q1	$349K	Hold	5,810	–	–	0.07%	41
2015 Q4	$298K	Hold	5,810	–	–	0.06%	48
2015 Q3	$303K	Hold	5,810	–	–	0.08%	42
2015 Q2	$262K	Hold	5,810	–	–	0.07%	45
2015 Q1	$288K	Buy	+5,810	New	+$304K	0.1%	40
2014 Q4	–	Sell	-5,810	Closed	-$250K	–	56
2014 Q3	$250K	Hold	5,810	–	–	0.08%	44
2014 Q2	$273K	Hold	5,810	–	–	0.09%	52
2014 Q1	$270K	Sell	5,810 -2,000	-26%	-$86.2K	0.11%	45
2013 Q4	$323K	Hold	7,810	–	–	0.15%	41
2013 Q3	$314K	Buy	+7,810	New	+$325K	0.18%	36

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Veritas Investment Management's WEC Position: Q4 2020 in Review

Veritas Investment Management sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 5,080 shares — an estimated $492K sold.

Veritas Investment Management first reported a position in WEC in Q3 2013 and held it in 28 quarters. The position peaked at $552K in Q3 2019. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

Veritas Investment Management reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
Veritas Investment Management sold 5,080 WEC Energy shares in Q4 2020, an estimated $492K.
Veritas Investment Management first reported a position in WEC Energy in Q3 2013 and held it in 28 quarters.
Veritas Investment Management's WEC Energy position peaked at $552K in Q3 2019.
962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.