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Endex Capital Management’s WEC Energy WEC Stock Holding History

Endex Capital 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
2013
Q4 		$94K Hold
2,270
– – 0.09% 243
2013
Q3 		$92K Hold
2,270
– – 0.09% 236
2013
Q2 		$93K Buy
+2,270
New +$96.3K 0.1% 232

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Endex Capital Management's WEC Position: Q4 2013 in Review

Endex Capital Management held its WEC Energy (WEC) position steady in Q4 2013 at 2,270 shares worth $94K. The position accounts for 0.09% of the portfolio, ranked #243.

Endex Capital Management first reported a position in WEC in Q2 2013 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold WEC as of Q4 2013.

  • Endex Capital Management held 2,270 shares of WEC Energy worth $94K as of Q4 2013.
  • Endex Capital Management left its WEC Energy share count unchanged in Q4 2013.
  • WEC Energy made up 0.09% of Endex Capital Management's portfolio in Q4 2013, its #243 holding.
  • Endex Capital Management first reported a position in WEC Energy in Q2 2013 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held WEC Energy as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.