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Clinton Group’s WEC Energy WEC Stock Holding History

Clinton Group’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
2017
Q4 		– Sell
-6,051
Closed -$380K – 515
2017
Q3 		$380K Buy
+6,051
New +$386K 0.04% 315
2017
Q1 		– Sell
-22,248
Closed -$1.3M – 1062
2016
Q4 		$1.3M Sell
22,248
-5,925
-21% -$340K 0.08% 309
2016
Q3 		$1.69M Buy
28,173
+13,956
+98% +$871K 0.08% 326
2016
Q2 		$928K Buy
14,217
+8,491
+148% +$511K 0.04% 509
2016
Q1 		$344K Buy
+5,726
New +$321K 0.02% 709
2014
Q3 		– Sell
-22,816
Closed -$1.07M – 493
2014
Q2 		$1.07M Buy
+22,816
New +$1.06M 0.53% 34
2013
Q4 		– Sell
-17,855
Closed -$721K – 419
2013
Q3 		$721K Buy
17,855
+12,893
+260% +$537K 0.22% 121
2013
Q2 		$203K Buy
+4,962
New +$210K 0.07% 262

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Clinton Group's WEC Position: Q4 2017 in Review

Clinton Group sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 6,051 shares — an estimated $380K sold.

Clinton Group first reported a position in WEC in Q2 2013 and held it in 8 quarters. The position peaked at $1.69M in Q3 2016. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

  • Clinton Group reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
  • Clinton Group sold 6,051 WEC Energy shares in Q4 2017, an estimated $380K.
  • Clinton Group first reported a position in WEC Energy in Q2 2013 and held it in 8 quarters.
  • Clinton Group's WEC Energy position peaked at $1.69M in Q3 2016.
  • 786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on Clinton Group's 13F filing for Q4 2017, filed 14 Feb 2018.