Lee Financial’s WEC Energy WEC Stock Holding History

Lee Financial’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 Q4	–	Sell	-32	Closed	-$2.58K	–	935
2023 Q3	$2.58K	Buy	+32	New	+$2.78K	﹤0.01%	638
2023 Q1	–	Sell	-5	Closed	-$469	–	964
2022 Q4	$469	Hold	5	–	–	﹤0.01%	829
2022 Q3	$0	Buy	+5	New	+$511	﹤0.01%	1035
2020 Q4	–	Sell	-35	Closed	-$3K	–	554
2020 Q3	$3K	Hold	35	–	–	﹤0.01%	499
2020 Q2	$3K	Hold	35	–	–	﹤0.01%	477
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	422
2019 Q4	$3K	Hold	35	–	–	﹤0.01%	451
2019 Q3	$3K	Hold	35	–	–	﹤0.01%	467
2019 Q2	$3K	Hold	35	–	–	﹤0.01%	472
2019 Q1	$3K	Buy	+35	New	+$2.6K	﹤0.01%	462
2018 Q3	–	Sell	-175	Closed	-$11K	–	733
2018 Q2	$11K	Hold	175	–	–	﹤0.01%	464
2018 Q1	$11K	Buy	+175	New	+$10.9K	﹤0.01%	456

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

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

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

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