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Baird’s WEC Energy WEC Stock Holding History

Baird’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
2015
Q1 		$3.55M Buy
71,766
+7,076
+11% +$370K 0.04% 414
2014
Q4 		$3.41M Buy
64,690
+3,650
+6% +$179K 0.04% 429
2014
Q3 		$2.63M Sell
61,040
-4,182
-6% -$186K 0.04% 397
2014
Q2 		$3.06M Buy
65,222
+7,715
+13% +$358K 0.04% 373
2014
Q1 		$2.68M Buy
57,507
+370
+0.6% +$15.9K 0.04% 406
2013
Q4 		$2.36M Buy
57,137
+29,025
+103% +$1.2M 0.04% 422
2013
Q3 		$1.14M Sell
28,112
-380
-1% -$15.8K 0.02% 557
2013
Q2 		$1.17M Buy
+28,492
New +$1.21M 0.02% 529

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baird's WEC Position: Q1 2015 in Review

Baird increased its WEC Energy (WEC) stake by 11% in Q1 2015, buying an estimated $370K and bringing the position to 71,766 shares worth $3.55M. The position accounts for 0.04% of the portfolio, ranked #414.

Baird first reported a position in WEC in Q2 2013 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold WEC as of Q1 2015.

  • Baird held 71,766 shares of WEC Energy worth $3.55M as of Q1 2015.
  • Baird bought 7,076 WEC Energy shares in Q1 2015, an estimated $370K.
  • WEC Energy made up 0.04% of Baird's portfolio in Q1 2015, its #414 holding.
  • Baird first reported a position in WEC Energy in Q2 2013 and has held it in 8 quarters since.
  • 561 funds tracked by Wall St. Rank held WEC Energy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.