Elkhorn Investments’s WEC Energy WEC Stock Holding History

Elkhorn Investments’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	$1.83M	Buy	27,810 +9,463	+52%	+$635K	0.96%	71
2017 Q3	$1.15M	Buy	+18,347	New	+$1.17M	0.86%	94
2017 Q2	–	Sell	-19,069	Closed	-$1.16M	–	113
2017 Q1	$1.16M	Buy	+19,069	New	+$1.12M	0.95%	61

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Elkhorn Investments's WEC Position: Q4 2017 in Review

Elkhorn Investments increased its WEC Energy (WEC) stake by 52% in Q4 2017, buying an estimated $635K and bringing the position to 27,810 shares worth $1.83M. The position accounts for 0.96% of the portfolio, ranked #71.

Elkhorn Investments first reported a position in WEC in Q1 2017 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

Elkhorn Investments held 27,810 shares of WEC Energy worth $1.83M as of Q4 2017.
Elkhorn Investments bought 9,463 WEC Energy shares in Q4 2017, an estimated $635K.
WEC Energy made up 0.96% of Elkhorn Investments's portfolio in Q4 2017, its #71 holding.
Elkhorn Investments first reported a position in WEC Energy in Q1 2017 and has held it in 3 quarters since.
786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

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