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Madison Investment Holdings’s WEC Energy WEC Stock Holding History

Madison Investment Holdings’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
Q2 		– Sell
-5,145
Closed -$309K – 248
2016
Q1 		$309K Buy
5,145
+2
+0% +$112 0.01% 212
2015
Q4 		$264K Sell
5,143
-30
-0.6% -$1.53K 0.01% 219
2015
Q3 		$270K Hold
5,173
– – 0.01% 217
2015
Q2 		$233K Buy
5,173
+772
+18% +$37.1K ﹤0.01% 227
2015
Q1 		$218K Buy
+4,401
New +$230K ﹤0.01% 227
2014
Q2 		– Sell
-5,497
Closed -$256K – 235
2014
Q1 		$256K Hold
5,497
– – ﹤0.01% 222
2013
Q4 		$227K Hold
5,497
– – ﹤0.01% 233
2013
Q3 		$222K Hold
5,497
– – ﹤0.01% 230
2013
Q2 		$225K Buy
+5,497
New +$233K ﹤0.01% 224

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return