ST
WEC icon

Spot Trading’s WEC Energy WEC Stock Holding History

Spot Trading’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
Q3 		$992K Buy
15,800
+11,400
+259% +$727K 0.02% 1168
2017
Q2 		$270K Buy
+4,400
New +$272K 0.01% 2029
2016
Q3 		– Sell
-15,200
Closed -$993K – 3578
2016
Q2 		$993K Buy
+15,200
New +$914K 0.02% 1137
2015
Q2 		– Sell
-17,100
Closed -$846K – 4298
2015
Q1 		$846K Sell
17,100
-30,200
-64% -$1.58M 0.01% 1717
2014
Q4 		$2.5M Sell
47,300
-88,900
-65% -$4.36M 0.02% 1236
2014
Q3 		$5.86M Buy
136,200
+43,200
+46% +$1.92M 0.03% 842
2014
Q2 		$4.36M Buy
93,000
+88,000
+1,760% +$4.09M 0.02% 1051
2014
Q1 		$233K Buy
+5,000
New +$215K ﹤0.01% 3051

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Spot Trading's WEC Position: Q2 2015 in Review

Spot Trading sold out of WEC Energy (WEC) in Q2 2015, closing a stake of 361 shares — an estimated $18K sold.

Spot Trading first reported a position in WEC in Q1 2014 and held it in 2 quarters. The position peaked at $597K in Q1 2014. 598 funds tracked by Wall St. Rank hold WEC as of Q2 2015.

  • Spot Trading reported no remaining WEC Energy position as of Q2 2015 after selling out during the quarter.
  • Spot Trading sold 361 WEC Energy shares in Q2 2015, an estimated $18K.
  • Spot Trading first reported a position in WEC Energy in Q1 2014 and held it in 2 quarters.
  • Spot Trading's WEC Energy position peaked at $597K in Q1 2014.
  • 598 funds tracked by Wall St. Rank held WEC Energy as of Q2 2015.

Based on Spot Trading's 13F filing for Q2 2015, filed 11 Aug 2015.