NCM
WEC icon

Northside Capital Management’s WEC Energy WEC Stock Holding History

Northside Capital Management’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
Q2 		– Sell
-15,365
Closed -$932K – 119
2017
Q1 		$932K Buy
+15,365
New +$906K 0.25% 53

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
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

Northside Capital Management's WEC Position: Q2 2017 in Review

Northside Capital Management sold out of WEC Energy (WEC) in Q2 2017, closing a stake of 15,365 shares — an estimated $932K sold.

Northside Capital Management first reported a position in WEC in Q1 2017 and held it in 1 quarter. The position peaked at $932K in Q1 2017. 710 funds tracked by Wall St. Rank hold WEC as of Q2 2017.

  • Northside Capital Management reported no remaining WEC Energy position as of Q2 2017 after selling out during the quarter.
  • Northside Capital Management sold 15,365 WEC Energy shares in Q2 2017, an estimated $932K.
  • Northside Capital Management first reported a position in WEC Energy in Q1 2017 and held it in 1 quarter.
  • Northside Capital Management's WEC Energy position peaked at $932K in Q1 2017.
  • 710 funds tracked by Wall St. Rank held WEC Energy as of Q2 2017.

Based on Northside Capital Management's 13F filing for Q2 2017, filed 27 Jul 2017.