Princeton Alpha Management’s WEC Energy WEC Stock Holding History

Princeton Alpha 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	-18,140	Closed	-$1.1M	–	379
2017 Q1	$1.1M	Sell	18,140 -8,888	-33%	-$524K	0.37%	60
2016 Q4	$1.58M	Buy	27,028 +4,307	+19%	+$247K	0.33%	72
2016 Q3	$1.36M	Buy	+22,721	New	+$1.42M	0.25%	104
2015 Q2	–	Sell	-6,126	Closed	-$303K	–	907
2015 Q1	$303K	Buy	+6,126	New	+$320K	0.07%	442

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Princeton Alpha Management's WEC Position: Q2 2017 in Review

Princeton Alpha Management sold out of WEC Energy (WEC) in Q2 2017, closing a stake of 18,140 shares — an estimated $1.1M sold.

Princeton Alpha Management first reported a position in WEC in Q1 2015 and held it in 4 quarters. The position peaked at $1.58M in Q4 2016. 710 funds tracked by Wall St. Rank hold WEC as of Q2 2017.

Princeton Alpha Management reported no remaining WEC Energy position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 18,140 WEC Energy shares in Q2 2017, an estimated $1.1M.
Princeton Alpha Management first reported a position in WEC Energy in Q1 2015 and held it in 4 quarters.
Princeton Alpha Management's WEC Energy position peaked at $1.58M in Q4 2016.
710 funds tracked by Wall St. Rank held WEC Energy as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.