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Windsor Capital Management’s WEC Energy WEC Stock Holding History

Windsor 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
2015
Q4 		– Sell
-266
Closed -$13K – 433
2015
Q3 		$13K Buy
+266
New +$12.9K 0.01% 306
2014
Q1 		– Sell
-266
Closed -$11K – 304
2013
Q4 		$11K Hold
266
– – 0.01% 325
2013
Q3 		$11K Hold
266
– – 0.01% 335
2013
Q2 		$11K Buy
+266
New +$11.3K 0.01% 323

Other funds holding WEC

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Windsor Capital Management's WEC Position: Q4 2015 in Review

Windsor Capital Management sold out of WEC Energy (WEC) in Q4 2015, closing a stake of 266 shares — an estimated $13K sold.

Windsor Capital Management first reported a position in WEC in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q3 2015. 620 funds tracked by Wall St. Rank hold WEC as of Q4 2015.

  • Windsor Capital Management reported no remaining WEC Energy position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 266 WEC Energy shares in Q4 2015, an estimated $13K.
  • Windsor Capital Management first reported a position in WEC Energy in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's WEC Energy position peaked at $13K in Q3 2015.
  • 620 funds tracked by Wall St. Rank held WEC Energy as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.