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BlackRock Institutional Trust’s WEC Energy WEC Stock Holding History

BlackRock Institutional Trust’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 		$514M Buy
8,764,309
+11,683
+0.1% +$670K 0.08% 261
2016
Q3 		$524M Buy
8,752,626
+242,052
+3% +$15.1M 0.08% 249
2016
Q2 		$556M Sell
8,510,574
-117,670
-1% -$7.08M 0.09% 234
2016
Q1 		$518M Buy
8,628,244
+29,247
+0.3% +$1.64M 0.09% 239
2015
Q4 		$441M Buy
8,598,997
+35,858
+0.4% +$1.83M 0.07% 272
2015
Q3 		$447M Sell
8,563,139
-118,405
-1% -$5.76M 0.08% 258
2015
Q2 		$390M Buy
8,681,544
+2,161,638
+33% +$104M 0.06% 308
2015
Q1 		$323M Buy
6,519,906
+139,989
+2% +$7.32M 0.05% 381
2014
Q4 		$336M Buy
6,379,917
+113,549
+2% +$5.57M 0.05% 349
2014
Q3 		$269M Buy
6,266,368
+24,081
+0.4% +$1.07M 0.05% 401
2014
Q2 		$293M Buy
6,242,287
+62,406
+1% +$2.9M 0.05% 380
2014
Q1 		$288M Buy
6,179,881
+45,440
+0.7% +$1.96M 0.05% 376
2013
Q4 		$254M Buy
6,134,441
+38,248
+0.6% +$1.59M 0.04% 409
2013
Q3 		$246M Sell
6,096,193
-97,994
-2% -$4.08M 0.05% 387
2013
Q2 		$254M Buy
+6,194,187
New +$263M 0.05% 371

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock Institutional Trust's WEC Position: Q4 2016 in Review

BlackRock Institutional Trust increased its WEC Energy (WEC) stake by 0.13% in Q4 2016, buying an estimated $670K and bringing the position to 8,764,309 shares worth $514M. The position accounts for 0.08% of the portfolio, ranked #261.

BlackRock Institutional Trust first reported a position in WEC in Q2 2013 and has held it in 15 quarters since. The position peaked at $556M in Q2 2016. 703 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

  • BlackRock Institutional Trust held 8,764,309 shares of WEC Energy worth $514M as of Q4 2016.
  • BlackRock Institutional Trust bought 11,683 WEC Energy shares in Q4 2016, an estimated $670K.
  • WEC Energy made up 0.08% of BlackRock Institutional Trust's portfolio in Q4 2016, its #261 holding.
  • BlackRock Institutional Trust first reported a position in WEC Energy in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's WEC Energy position peaked at $556M in Q2 2016.
  • 703 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

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