Lake Street Advisors Group’s WEC Energy WEC Stock Holding History

Lake Street Advisors Group’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
2021 Q3	–	Sell	-2,389	Closed	-$228K	–	432
2021 Q2	$228K	Sell	2,389 -3	-0.1%	-$283	0.02%	289
2021 Q1	$224K	Buy	+2,392	New	+$209K	0.02%	287
2020 Q4	–	Sell	-2,223	Closed	-$215K	–	319
2020 Q3	$215K	Buy	+2,223	New	+$207K	0.02%	253

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

Lake Street Advisors Group's WEC Position: Q3 2021 in Review

Lake Street Advisors Group sold out of WEC Energy (WEC) in Q3 2021, closing a stake of 2,389 shares — an estimated $228K sold.

Lake Street Advisors Group first reported a position in WEC in Q3 2020 and held it in 3 quarters. The position peaked at $228K in Q2 2021. 928 funds tracked by Wall St. Rank hold WEC as of Q3 2021.

Lake Street Advisors Group reported no remaining WEC Energy position as of Q3 2021 after selling out during the quarter.
Lake Street Advisors Group sold 2,389 WEC Energy shares in Q3 2021, an estimated $228K.
Lake Street Advisors Group first reported a position in WEC Energy in Q3 2020 and held it in 3 quarters.
Lake Street Advisors Group's WEC Energy position peaked at $228K in Q2 2021.
928 funds tracked by Wall St. Rank held WEC Energy as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.