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Lewis Capital Management’s WEC Energy WEC Stock Holding History

Lewis Capital 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
2022
Q4 		– Sell
-3,410
Closed -$305K – 60
2022
Q3 		$305K Hold
3,410
– – 0.47% 45
2022
Q2 		$343K Hold
3,410
– – 0.49% 44
2022
Q1 		$340K Hold
3,410
– – 0.39% 47
2021
Q4 		$331K Buy
+3,410
New +$312K 0.35% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Lewis Capital Management's WEC Position: Q4 2022 in Review

Lewis Capital Management sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 3,410 shares — an estimated $305K sold.

Lewis Capital Management first reported a position in WEC in Q4 2021 and held it in 4 quarters. The position peaked at $343K in Q2 2022. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Lewis Capital Management reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Lewis Capital Management sold 3,410 WEC Energy shares in Q4 2022, an estimated $305K.
  • Lewis Capital Management first reported a position in WEC Energy in Q4 2021 and held it in 4 quarters.
  • Lewis Capital Management's WEC Energy position peaked at $343K in Q2 2022.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Lewis Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.