Graves Light Lenhart Wealth’s WEC Energy WEC Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-279	Closed	-$28K	–	609
2022 Q2	$28K	Hold	279	–	–	﹤0.01%	380
2022 Q1	$28K	Hold	279	–	–	﹤0.01%	431
2021 Q4	$27K	Hold	279	–	–	﹤0.01%	497
2021 Q3	$25K	Hold	279	–	–	﹤0.01%	468
2021 Q2	$25K	Hold	279	–	–	﹤0.01%	470
2021 Q1	$26K	Hold	279	–	–	﹤0.01%	462
2020 Q4	$26K	Buy	+279	New	+$27.1K	﹤0.01%	446

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Graves Light Lenhart Wealth's WEC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 279 shares — an estimated $28K sold.

Graves Light Lenhart Wealth first reported a position in WEC in Q4 2020 and held it in 7 quarters. The position peaked at $28K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 279 WEC Energy shares in Q3 2022, an estimated $28K.
Graves Light Lenhart Wealth first reported a position in WEC Energy in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's WEC Energy position peaked at $28K in Q2 2022.
1,013 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.