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Versor Investments’s WEC Energy WEC Stock Holding History

Versor 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 		– Sell
-39,861
Closed -$3.13M – 1003
2024
Q2 		$3.13M Buy
+39,861
New +$3.24M 0.58% 18
2022
Q4 		– Sell
-7,393
Closed -$661K – 1003
2022
Q3 		$661K Buy
+7,393
New +$755K 0.04% 357
2021
Q3 		– Sell
-3,470
Closed -$309K – 583
2021
Q2 		$309K Buy
+3,470
New +$327K 0.01% 233
2018
Q4 		– Sell
-6,100
Closed -$407K – 326
2018
Q3 		$407K Sell
6,100
-600
-9% -$40K 0.15% 175
2018
Q2 		$433K Buy
+6,700
New +$416K 0.15% 183
2018
Q1 		– Sell
-4,200
Closed -$279K – 297
2017
Q4 		$279K Buy
+4,200
New +$282K 0.08% 211

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

Versor Investments's WEC Position: Q3 2024 in Review

Versor Investments sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 39,861 shares — an estimated $3.13M sold.

Versor Investments first reported a position in WEC in Q4 2017 and held it in 6 quarters. The position peaked at $3.13M in Q2 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Versor Investments reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Versor Investments sold 39,861 WEC Energy shares in Q3 2024, an estimated $3.13M.
  • Versor Investments first reported a position in WEC Energy in Q4 2017 and held it in 6 quarters.
  • Versor Investments's WEC Energy position peaked at $3.13M in Q2 2024.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Versor Investments's 13F filing for Q3 2024, filed 4 Nov 2024.