Lenox Wealth Management’s WEC Energy WEC Stock Holding History

Lenox Wealth Management’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
2020 Q2	$0	Hold	11	–	–	﹤0.01%	806
2020 Q1	$0	Buy	+11	New	+$1.06K	﹤0.01%	778

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lenox Wealth Management's WEC Position: Q2 2020 in Review

Lenox Wealth Management held its WEC Energy (WEC) position steady in Q2 2020 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Lenox Wealth Management first reported a position in WEC in Q1 2020 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Lenox Wealth Management held 11 shares of WEC Energy worth $0 as of Q2 2020.
Lenox Wealth Management left its WEC Energy share count unchanged in Q2 2020.
WEC Energy made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #806 holding.
Lenox Wealth Management first reported a position in WEC Energy in Q1 2020 and has held it in 2 quarters since.
904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.