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Vinva Investment Management’s WEC Energy WEC Stock Holding History

Vinva 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
Q3 		– Sell
-5,538
Closed -$434K – 460
2024
Q2 		$434K Buy
+5,538
New +$450K 0.02% 368
2023
Q2 		– Sell
-9,385
Closed -$886K – 424
2023
Q1 		$886K Buy
+9,385
New +$869K 0.07% 261

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

Vinva Investment Management's WEC Position: Q3 2024 in Review

Vinva Investment Management sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 5,538 shares — an estimated $434K sold.

Vinva Investment Management first reported a position in WEC in Q1 2023 and held it in 2 quarters. The position peaked at $886K in Q1 2023. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Vinva Investment Management reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Vinva Investment Management sold 5,538 WEC Energy shares in Q3 2024, an estimated $434K.
  • Vinva Investment Management first reported a position in WEC Energy in Q1 2023 and held it in 2 quarters.
  • Vinva Investment Management's WEC Energy position peaked at $886K in Q1 2023.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Vinva Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.