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Jupiter Investment Management’s WEC Energy WEC Stock Holding History

Jupiter Investment 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
2014
Q4 		– Sell
-1,800
Closed -$77K – 416
2014
Q3 		$77K Sell
1,800
-93,776
-98% -$4.16M ﹤0.01% 300
2014
Q2 		$4.48M Buy
+95,576
New +$4.44M 0.25% 103
2013
Q4 		– Sell
-58,500
Closed -$2.36M – 418
2013
Q3 		$2.36M Buy
+58,500
New +$2.44M 0.22% 153

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 $3.38T AUM 44.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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 $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jupiter Investment Management's WEC Position: Q4 2014 in Review

Jupiter Investment Management sold out of WEC Energy (WEC) in Q4 2014, closing a stake of 1,800 shares — an estimated $77K sold.

Jupiter Investment Management first reported a position in WEC in Q3 2013 and held it in 3 quarters. The position peaked at $4.48M in Q2 2014. 550 funds tracked by Wall St. Rank hold WEC as of Q4 2014.

  • Jupiter Investment Management reported no remaining WEC Energy position as of Q4 2014 after selling out during the quarter.
  • Jupiter Investment Management sold 1,800 WEC Energy shares in Q4 2014, an estimated $77K.
  • Jupiter Investment Management first reported a position in WEC Energy in Q3 2013 and held it in 3 quarters.
  • Jupiter Investment Management's WEC Energy position peaked at $4.48M in Q2 2014.
  • 550 funds tracked by Wall St. Rank held WEC Energy as of Q4 2014.

Based on Jupiter Investment Management's 13F filing for Q4 2014, filed 30 Jan 2015.