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Stifel Nicolaus & Co’s WEC Energy WEC Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.11M Buy
27,453
+916
+3% +$38.1K 0.02% 632
2013
Q2 		$1.09M Buy
+26,537
New +$1.13M 0.02% 598

Other funds holding WEC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Nicolaus & Co's WEC Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its WEC Energy (WEC) stake by 3.5% in Q3 2013, buying an estimated $38.1K and bringing the position to 27,453 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #632.

Stifel Nicolaus & Co first reported a position in WEC in Q2 2013 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold WEC as of Q3 2013.

  • Stifel Nicolaus & Co held 27,453 shares of WEC Energy worth $1.11M as of Q3 2013.
  • Stifel Nicolaus & Co bought 916 WEC Energy shares in Q3 2013, an estimated $38.1K.
  • WEC Energy made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #632 holding.
  • Stifel Nicolaus & Co first reported a position in WEC Energy in Q2 2013 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held WEC Energy as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.