Chicago Equity Partners’s WEC Energy WEC Stock Holding History

Chicago Equity Partners’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
2020 Q1	$1.26M	Sell	14,335 -930	-6%	-$89.4K	0.13%	240
2019 Q4	$1.41M	Sell	15,265 -12,095	-44%	-$1.1M	0.08%	362
2019 Q3	$2.6M	Buy	27,360 +10,940	+67%	+$986K	0.12%	248
2019 Q2	$1.37M	Buy	16,420 +3,470	+27%	+$278K	0.06%	433
2019 Q1	$1.02M	Buy	+12,950	New	+$961K	0.04%	502
2015 Q4	–	Sell	-10,850	Closed	-$567K	–	669
2015 Q3	$567K	Sell	10,850 -18,135	-63%	-$882K	0.02%	454
2015 Q2	$1.3M	Sell	28,985 -2,360	-8%	-$113K	0.04%	243
2015 Q1	$1.55M	Buy	31,345 +3,215	+11%	+$168K	0.04%	231
2014 Q4	$1.48M	Buy	+28,130	New	+$1.38M	0.04%	238
2014 Q2	–	Sell	-67,010	Closed	-$3.12M	–	519
2014 Q1	$3.12M	Buy	67,010 +4,600	+7%	+$198K	0.09%	178
2013 Q4	$2.58M	Sell	62,410 -21,610	-26%	-$897K	0.08%	190
2013 Q3	$3.39M	Sell	84,020 -14,200	-14%	-$591K	0.1%	178
2013 Q2	$4.03M	Buy	+98,220	New	+$4.17M	0.13%	156

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chicago Equity Partners's WEC Position: Q1 2020 in Review

Chicago Equity Partners reduced its WEC Energy (WEC) stake by 6.1% in Q1 2020, selling an estimated $89.4K and leaving 14,335 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #240.

Chicago Equity Partners first reported a position in WEC in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.03M in Q2 2013. 937 funds tracked by Wall St. Rank hold WEC as of Q1 2020.

Chicago Equity Partners held 14,335 shares of WEC Energy worth $1.26M as of Q1 2020.
Chicago Equity Partners sold 930 WEC Energy shares in Q1 2020, an estimated $89.4K.
WEC Energy made up 0.13% of Chicago Equity Partners's portfolio in Q1 2020, its #240 holding.
Chicago Equity Partners first reported a position in WEC Energy in Q2 2013 and has held it in 13 quarters since.
Chicago Equity Partners's WEC Energy position peaked at $4.03M in Q2 2013.
937 funds tracked by Wall St. Rank held WEC Energy as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.