LNB
WEC icon

Ledyard National Bank’s WEC Energy WEC Stock Holding History

Ledyard National Bank’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
2023
Q3 		– Sell
-7,811
Closed -$689K – 206
2023
Q2 		$689K Sell
7,811
-301
-4% -$27.8K 0.08% 122
2023
Q1 		$769K Sell
8,112
-365
-4% -$33.8K 0.09% 116
2022
Q4 		$795K Sell
8,477
-101
-1% -$9.33K 0.09% 117
2022
Q3 		$767K Sell
8,578
-41
-0.5% -$4.19K 0.1% 117
2022
Q2 		$867K Hold
8,619
– – 0.1% 121
2022
Q1 		$860K Buy
8,619
+100
+1% +$9.44K 0.09% 131
2021
Q4 		$827K Buy
8,519
+700
+9% +$64K 0.08% 135
2021
Q3 		$689K Buy
7,819
+278
+4% +$26.1K 0.07% 140
2021
Q2 		$671K Hold
7,541
– – 0.07% 141
2021
Q1 		$706K Buy
+7,541
New +$657K 0.08% 133
2018
Q3 		– Sell
-190
Closed -$12K – 726
2018
Q2 		$12K Hold
190
– – ﹤0.01% 597
2018
Q1 		$12K Sell
190
-53
-22% -$3.29K ﹤0.01% 625
2017
Q4 		$16K Sell
243
-87
-26% -$5.84K ﹤0.01% 601
2017
Q3 		$21K Buy
330
+180
+120% +$11.5K ﹤0.01% 562
2017
Q2 		$9K Hold
150
– – ﹤0.01% 626
2017
Q1 		$9K Buy
+150
New +$8.84K ﹤0.01% 636
2016
Q4 		– Sell
-558
Closed -$33K – 616
2016
Q3 		$33K Buy
+558
New +$34.8K 0.01% 353
2016
Q2 		– Sell
-390
Closed -$23K – 644
2016
Q1 		$23K Buy
+390
New +$21.8K ﹤0.01% 422

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ledyard National Bank's WEC Position: Q3 2023 in Review

Ledyard National Bank sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 7,811 shares — an estimated $689K sold.

Ledyard National Bank first reported a position in WEC in Q1 2016 and held it in 18 quarters. The position peaked at $867K in Q2 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Ledyard National Bank reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Ledyard National Bank sold 7,811 WEC Energy shares in Q3 2023, an estimated $689K.
  • Ledyard National Bank first reported a position in WEC Energy in Q1 2016 and held it in 18 quarters.
  • Ledyard National Bank's WEC Energy position peaked at $867K in Q2 2022.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Ledyard National Bank's 13F filing for Q3 2023, filed 8 Nov 2023.