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National Investment Services’s WEC Energy WEC Stock Holding History

National Investment Services’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
-27,205
Closed -$1.17M – 48
2014
Q3 		$1.17M Hold
27,205
– – 0.96% 40
2014
Q2 		$1.28M Hold
27,205
– – 1.04% 42
2014
Q1 		$1.27M Buy
+27,205
New +$1.17M 1.09% 46

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

National Investment Services's WEC Position: Q4 2014 in Review

National Investment Services sold out of WEC Energy (WEC) in Q4 2014, closing a stake of 27,205 shares — an estimated $1.17M sold.

National Investment Services first reported a position in WEC in Q1 2014 and held it in 3 quarters. The position peaked at $1.28M in Q2 2014. 550 funds tracked by Wall St. Rank hold WEC as of Q4 2014.

  • National Investment Services reported no remaining WEC Energy position as of Q4 2014 after selling out during the quarter.
  • National Investment Services sold 27,205 WEC Energy shares in Q4 2014, an estimated $1.17M.
  • National Investment Services first reported a position in WEC Energy in Q1 2014 and held it in 3 quarters.
  • National Investment Services's WEC Energy position peaked at $1.28M in Q2 2014.
  • 550 funds tracked by Wall St. Rank held WEC Energy as of Q4 2014.

Based on National Investment Services's 13F filing for Q4 2014, filed 10 Feb 2015.