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Ground Swell Capital’s WEC Energy WEC Stock Holding History

Ground Swell Capital’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
2014
Q3 		$16K Buy
381
+129
+51% +$5.73K 0.03% 674
2014
Q2 		$12K Buy
+252
New +$11.7K 0.02% 644

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Ground Swell Capital's WEC Position: Q3 2014 in Review

Ground Swell Capital increased its WEC Energy (WEC) stake by 51% in Q3 2014, buying an estimated $5.73K and bringing the position to 381 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #674.

Ground Swell Capital first reported a position in WEC in Q2 2014 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold WEC as of Q3 2014.

  • Ground Swell Capital held 381 shares of WEC Energy worth $16K as of Q3 2014.
  • Ground Swell Capital bought 129 WEC Energy shares in Q3 2014, an estimated $5.73K.
  • WEC Energy made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #674 holding.
  • Ground Swell Capital first reported a position in WEC Energy in Q2 2014 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held WEC Energy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.