Lenox Wealth Advisors’s WEC Energy WEC Stock Holding History

Lenox Wealth Advisors’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 Q1	$49K	Hold	465	–	–	0.01%	254
2021 Q4	$45K	Hold	465	–	–	0.01%	273
2021 Q3	$41K	Hold	465	–	–	0.01%	262
2021 Q2	$41K	Buy	+465	New	+$43.8K	0.01%	256
2021 Q1	–	Sell	-84	Closed	-$8K	–	765
2020 Q4	$8K	Hold	84	–	–	﹤0.01%	458
2020 Q3	$8K	Buy	+84	New	+$7.83K	﹤0.01%	402
2020 Q1	–	Sell	-2	Closed	–	–	946
2019 Q4	$0	Buy	+2	New	+$182	﹤0.01%	826
2018 Q3	–	Sell	-107	Closed	-$7K	–	524
2018 Q2	$7K	Sell	107 -34	-24%	-$2.11K	﹤0.01%	422
2018 Q1	$9K	Buy	141 +107	+315%	+$6.64K	﹤0.01%	373
2017 Q4	$2K	Buy	+34	New	+$2.28K	﹤0.01%	352
2013 Q4	–	Sell	-93	Closed	-$4K	–	409
2013 Q3	$4K	Hold	93	–	–	﹤0.01%	191
2013 Q2	$4K	Buy	+93	New	+$3.94K	﹤0.01%	212

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

MAM

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's WEC Position: Q1 2022 in Review

Lenox Wealth Advisors held its WEC Energy (WEC) position steady in Q1 2022 at 465 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #254.

Lenox Wealth Advisors first reported a position in WEC in Q2 2013 and has held it in 12 quarters since. 1,018 funds tracked by Wall St. Rank hold WEC as of Q1 2022.

Lenox Wealth Advisors held 465 shares of WEC Energy worth $49K as of Q1 2022.
Lenox Wealth Advisors left its WEC Energy share count unchanged in Q1 2022.
WEC Energy made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #254 holding.
Lenox Wealth Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 12 quarters since.
1,018 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.