Hexavest’s WEC Energy WEC Stock Holding History

Hexavest’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
2020 Q2	–	Sell	-1,162	Closed	-$102K	–	458
2020 Q1	$102K	Buy	+1,162	New	+$112K	﹤0.01%	305
2019 Q1	–	Sell	-414,961	Closed	-$28.7M	–	438
2018 Q4	$28.7M	Buy	+414,961	New	+$29.1M	0.42%	80

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hexavest's WEC Position: Q2 2020 in Review

Hexavest sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 1,162 shares — an estimated $102K sold.

Hexavest first reported a position in WEC in Q4 2018 and held it in 2 quarters. The position peaked at $28.7M in Q4 2018. 905 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Hexavest reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
Hexavest sold 1,162 WEC Energy shares in Q2 2020, an estimated $102K.
Hexavest first reported a position in WEC Energy in Q4 2018 and held it in 2 quarters.
Hexavest's WEC Energy position peaked at $28.7M in Q4 2018.
905 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Hexavest's 13F filing for Q2 2020, filed 10 Jul 2020.