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New England Investment & Retirement Group’s WEC Energy WEC Stock Holding History

New England Investment & Retirement 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
2017
Q1 		– Sell
-19,656
Closed -$1.15M – 57
2016
Q4 		$1.15M Buy
19,656
+284
+1% +$16.3K 0.63% 38
2016
Q3 		$1.16M Sell
19,372
-38,131
-66% -$2.38M 0.64% 42
2016
Q2 		$3.75M Sell
57,503
-853
-1% -$51.3K 2.22% 16
2016
Q1 		$3.5M Buy
+58,356
New +$3.27M 1.92% 19

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

New England Investment & Retirement Group's WEC Position: Q1 2017 in Review

New England Investment & Retirement Group sold out of WEC Energy (WEC) in Q1 2017, closing a stake of 19,656 shares — an estimated $1.15M sold.

New England Investment & Retirement Group first reported a position in WEC in Q1 2016 and held it in 4 quarters. The position peaked at $3.75M in Q2 2016. 711 funds tracked by Wall St. Rank hold WEC as of Q1 2017.

  • New England Investment & Retirement Group reported no remaining WEC Energy position as of Q1 2017 after selling out during the quarter.
  • New England Investment & Retirement Group sold 19,656 WEC Energy shares in Q1 2017, an estimated $1.15M.
  • New England Investment & Retirement Group first reported a position in WEC Energy in Q1 2016 and held it in 4 quarters.
  • New England Investment & Retirement Group's WEC Energy position peaked at $3.75M in Q2 2016.
  • 711 funds tracked by Wall St. Rank held WEC Energy as of Q1 2017.

Based on New England Investment & Retirement Group's 13F filing for Q1 2017, filed 2 May 2017.