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Kovitz Investment Group’s WEC Energy WEC Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$710K Buy
+13,834
New +$706K 0.04% 92
2015
Q3 		– Sell
-15,598
Closed -$701K – 110
2015
Q2 		$701K Buy
+15,598
New +$749K 0.04% 79

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 $3.37T AUM 44.26% 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
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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Kovitz Investment Group's WEC Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in WEC Energy (WEC) in Q4 2015: 13,834 shares worth $710K. The stake represents 0.04% of the portfolio and ranks #92 among its holdings. This is a return to the name: Kovitz Investment Group previously reported a position in WEC as recently as Q2 2015.

Kovitz Investment Group first reported a position in WEC in Q2 2015 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold WEC as of Q4 2015.

  • Kovitz Investment Group held 13,834 shares of WEC Energy worth $710K as of Q4 2015.
  • WEC Energy was a new Kovitz Investment Group position in Q4 2015.
  • WEC Energy made up 0.04% of Kovitz Investment Group's portfolio in Q4 2015, its #92 holding.
  • Kovitz Investment Group first reported a position in WEC Energy in Q2 2015 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held WEC Energy as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.