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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Financial's WEC Position: Q4 2023 in Review

Lee Financial sold out of WEC Energy (WEC) in Q4 2023, closing a stake of 32 shares — an estimated $2.58K sold.

Lee Financial first reported a position in WEC in Q1 2018 and held it in 12 quarters. The position peaked at $11K in Q2 2018. 1,054 funds tracked by Wall St. Rank hold WEC as of Q4 2023.

Lee Financial reported no remaining WEC Energy position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 32 WEC Energy shares in Q4 2023, an estimated $2.58K.
Lee Financial first reported a position in WEC Energy in Q1 2018 and held it in 12 quarters.
Lee Financial's WEC Energy position peaked at $11K in Q2 2018.
1,054 funds tracked by Wall St. Rank held WEC Energy as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.