CWAM
WEC icon

Columbia Wanger Asset Management’s WEC Energy WEC Stock Holding History

Columbia Wanger Asset Management’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
2015
Q2 		– Sell
-577,000
Closed -$28.6M – 216
2015
Q1 		$28.6M Buy
577,000
+77,000
+15% +$4.03M 0.16% 181
2014
Q4 		$26.4M Sell
500,000
-150,000
-23% -$7.36M 0.13% 204
2014
Q3 		$27.9M Sell
650,000
-50,000
-7% -$2.22M 0.13% 217
2014
Q2 		$32.8M Hold
700,000
– – 0.13% 219
2014
Q1 		$32.6M Hold
700,000
– – 0.13% 221
2013
Q4 		$28.9M Hold
700,000
– – 0.11% 234
2013
Q3 		$28.3M Hold
700,000
– – 0.11% 228
2013
Q2 		$28.7M Buy
+700,000
New +$29.7M 0.13% 220

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return