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LGT Financial Advisors’s WEC Energy WEC Stock Holding History

LGT Financial 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
2024
Q2 		– Sell
-3,222
Closed -$265K – 869
2024
Q1 		$265K Hold
3,222
– – 0.31% 66
2023
Q4 		$271K Hold
3,222
– – 0.33% 66
2023
Q3 		$260K Hold
3,222
– – 0.33% 66
2023
Q2 		$284K Hold
3,222
– – 0.3% 85
2023
Q1 		$305K Hold
3,222
– – 0.57% 52
2022
Q4 		$302K Buy
+3,222
New +$298K 0.36% 62

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's WEC Position: Q2 2024 in Review

LGT Financial Advisors sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 3,222 shares — an estimated $265K sold.

LGT Financial Advisors first reported a position in WEC in Q4 2022 and held it in 6 quarters. The position peaked at $305K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • LGT Financial Advisors reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 3,222 WEC Energy shares in Q2 2024, an estimated $265K.
  • LGT Financial Advisors first reported a position in WEC Energy in Q4 2022 and held it in 6 quarters.
  • LGT Financial Advisors's WEC Energy position peaked at $305K in Q1 2023.
  • 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.