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BlackRock Advisors’s WEC Energy WEC Stock Holding History

BlackRock Advisors’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
2016
Q4 		$23.6M Buy
402,533
+4,905
+1% +$281K 0.02% 497
2016
Q3 		$23.8M Buy
397,628
+9,123
+2% +$570K 0.02% 462
2016
Q2 		$25.4M Sell
388,505
-2,134,295
-85% -$128M 0.03% 449
2016
Q1 		$152M Sell
2,522,800
-144,081
-5% -$8.07M 0.16% 150
2015
Q4 		$137M Buy
2,666,881
+1,865
+0.1% +$95.2K 0.15% 158
2015
Q3 		$139M Buy
2,665,016
+40,697
+2% +$1.98M 0.15% 158
2015
Q2 		$118M Sell
2,624,319
-158,447
-6% -$7.61M 0.12% 181
2015
Q1 		$138M Sell
2,782,766
-188,707
-6% -$9.87M 0.14% 173
2014
Q4 		$157M Sell
2,971,473
-197,949
-6% -$9.71M 0.16% 153
2014
Q3 		$136M Sell
3,169,422
-18,139
-0.6% -$805K 0.14% 172
2014
Q2 		$150M Buy
3,187,561
+17
+0% +$790 0.14% 174
2014
Q1 		$148M Sell
3,187,544
-22,849
-0.7% -$985K 0.15% 172
2013
Q4 		$133M Sell
3,210,393
-7,029
-0.2% -$292K 0.13% 181
2013
Q3 		$130M Buy
3,217,422
+11,276
+0.4% +$470K 0.13% 185
2013
Q2 		$131M Buy
+3,206,146
New +$136M 0.14% 175

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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlackRock Advisors's WEC Position: Q4 2016 in Review

BlackRock Advisors increased its WEC Energy (WEC) stake by 1.2% in Q4 2016, buying an estimated $281K and bringing the position to 402,533 shares worth $23.6M. The position accounts for 0.02% of the portfolio, ranked #497.

BlackRock Advisors first reported a position in WEC in Q2 2013 and has held it in 15 quarters since. The position peaked at $157M in Q4 2014. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

  • BlackRock Advisors held 402,533 shares of WEC Energy worth $23.6M as of Q4 2016.
  • BlackRock Advisors bought 4,905 WEC Energy shares in Q4 2016, an estimated $281K.
  • WEC Energy made up 0.02% of BlackRock Advisors's portfolio in Q4 2016, its #497 holding.
  • BlackRock Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's WEC Energy position peaked at $157M in Q4 2014.
  • 704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.