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Hedeker Wealth’s WEC Energy WEC Stock Holding History

Hedeker Wealth’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
2016
Q4 		– Sell
-12
Closed -$207 – 167
2016
Q3 		$207 Buy
+12
New +$749 0.01% 167
2016
Q1 		– Sell
-224
Closed -$11K – 162
2015
Q4 		$11K Buy
+224
New +$11.4K 0.01% 108
2015
Q3 		– Sell
-224
Closed -$10K – 162
2015
Q2 		$10K Buy
+224
New +$10.8K 0.01% 129

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Hedeker Wealth's WEC Position: Q4 2016 in Review

Hedeker Wealth sold out of WEC Energy (WEC) in Q4 2016, closing a stake of 12 shares — an estimated $207 sold.

Hedeker Wealth first reported a position in WEC in Q2 2015 and held it in 3 quarters. The position peaked at $11K in Q4 2015. 704 funds tracked by Wall St. Rank hold WEC as of Q4 2016.

  • Hedeker Wealth reported no remaining WEC Energy position as of Q4 2016 after selling out during the quarter.
  • Hedeker Wealth sold 12 WEC Energy shares in Q4 2016, an estimated $207.
  • Hedeker Wealth first reported a position in WEC Energy in Q2 2015 and held it in 3 quarters.
  • Hedeker Wealth's WEC Energy position peaked at $11K in Q4 2015.
  • 704 funds tracked by Wall St. Rank held WEC Energy as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.