CG
WEC icon

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 – 516
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return