NFA
WEC icon

Nationwide Fund Advisors’s WEC Energy WEC Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-154,366
Closed -$9.69M – 2090
2017
Q3 		$9.69M Sell
154,366
-4,571
-3% -$292K 0.04% 664
2017
Q2 		$9.76M Sell
158,937
-4,436
-3% -$274K 0.04% 664
2017
Q1 		$9.9M Buy
163,373
+827
+0.5% +$48.7K 0.04% 648
2016
Q4 		$9.53M Sell
162,546
-27,393
-14% -$1.57M 0.04% 653
2016
Q3 		$11.4M Buy
189,939
+1,036
+0.5% +$64.7K 0.05% 558
2016
Q2 		$12.3M Sell
188,903
-3,356
-2% -$202K 0.05% 492
2016
Q1 		$11.5M Sell
192,259
-615,336
-76% -$34.5M 0.05% 522
2015
Q4 		$41.4M Buy
807,595
+24,200
+3% +$1.24M 0.18% 104
2015
Q3 		$40.9M Buy
783,395
+475,579
+155% +$23.1M 0.18% 98
2015
Q2 		$13.8M Buy
307,816
+56,653
+23% +$2.72M 0.06% 422
2015
Q1 		$12.4M Buy
251,163
+34,170
+16% +$1.79M 0.05% 489
2014
Q4 		$11.4M Sell
216,993
-56,828
-21% -$2.79M 0.05% 489
2014
Q3 		$11.8M Buy
273,821
+51,017
+23% +$2.26M 0.05% 486
2014
Q2 		$10.5M Sell
222,804
-18,608
-8% -$864K 0.04% 551
2014
Q1 		$11.2M Sell
241,412
-13,629
-5% -$587K 0.05% 451
2013
Q4 		$10.5M Sell
255,041
-99,586
-28% -$4.13M 0.04% 526
2013
Q3 		$14.3M Buy
354,627
+5,572
+2% +$232K 0.06% 373
2013
Q2 		$14.3M Buy
+349,055
New +$14.8M 0.08% 313

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Nationwide Fund Advisors's WEC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of WEC Energy (WEC) in Q4 2017, closing a stake of 154,366 shares — an estimated $9.69M sold.

Nationwide Fund Advisors first reported a position in WEC in Q2 2013 and held it in 18 quarters. The position peaked at $41.4M in Q4 2015. 786 funds tracked by Wall St. Rank hold WEC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining WEC Energy position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 154,366 WEC Energy shares in Q4 2017, an estimated $9.69M.
  • Nationwide Fund Advisors first reported a position in WEC Energy in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's WEC Energy position peaked at $41.4M in Q4 2015.
  • 786 funds tracked by Wall St. Rank held WEC Energy as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.