LifePlan Financial Group’s WEC Energy WEC Stock Holding History

LifePlan Financial Group’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 Q3	$393K	Hold	4,060	–	–	0.17%	91
2020 Q2	$356K	Hold	4,060	–	–	0.16%	92
2020 Q1	$358K	Hold	4,060	–	–	0.19%	86
2019 Q4	$374K	Hold	4,060	–	–	0.17%	98
2019 Q3	$386K	Hold	4,060	–	–	0.18%	91
2019 Q2	$338K	Hold	4,060	–	–	0.16%	101
2019 Q1	$321K	Hold	4,060	–	–	0.17%	97
2018 Q4	$281K	Hold	4,060	–	–	0.18%	98
2018 Q3	$271K	Hold	4,060	–	–	0.15%	105
2018 Q2	$262K	Sell	4,060 -485	-11%	-$30.1K	0.15%	105
2018 Q1	$285K	Sell	4,545 -589	-11%	-$36.5K	0.17%	96
2017 Q4	$322K	Hold	5,134	–	–	0.21%	85
2017 Q3	$322K	Buy	5,134 +49	+1%	+$3.13K	0.21%	85
2017 Q2	$312K	Hold	5,085	–	–	0.21%	84
2017 Q1	$308K	Hold	5,085	–	–	0.21%	83
2016 Q4	$298K	Hold	5,085	–	–	0.21%	90
2016 Q3	$304K	Hold	5,085	–	–	0.21%	85
2016 Q2	$332K	Hold	5,085	–	–	0.23%	72
2016 Q1	$305K	Buy	5,085 +85	+2%	+$4.76K	0.22%	72
2015 Q4	$257K	Hold	5,000	–	–	0.18%	78
2015 Q3	$261K	Hold	5,000	–	–	0.19%	77
2015 Q2	$225K	Hold	5,000	–	–	0.15%	86
2015 Q1	$248K	Hold	5,000	–	–	0.16%	66
2014 Q4	$264K	Hold	5,000	–	–	0.18%	63
2014 Q3	$215K	Buy	+5,000	New	+$222K	0.18%	62
2014 Q2	–	Sell	-4,990	Closed	-$232K	–	221
2014 Q1	$232K	Hold	4,990	–	–	0.18%	54
2013 Q4	$206K	Buy	4,990 +1,200	+32%	+$49.8K	0.14%	59
2013 Q3	$153K	Buy	3,790 +3,700	+4,111%	+$154K	0.12%	55
2013 Q2	$4K	Buy	+90	New	+$3.82K	﹤0.01%	158

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LifePlan Financial Group's WEC Position: Q3 2020 in Review

LifePlan Financial Group held its WEC Energy (WEC) position steady in Q3 2020 at 4,060 shares worth $393K. The position accounts for 0.17% of the portfolio, ranked #91.

LifePlan Financial Group first reported a position in WEC in Q2 2013 and has held it in 29 quarters since. 908 funds tracked by Wall St. Rank hold WEC as of Q3 2020.

LifePlan Financial Group held 4,060 shares of WEC Energy worth $393K as of Q3 2020.
LifePlan Financial Group left its WEC Energy share count unchanged in Q3 2020.
WEC Energy made up 0.17% of LifePlan Financial Group's portfolio in Q3 2020, its #91 holding.
LifePlan Financial Group first reported a position in WEC Energy in Q2 2013 and has held it in 29 quarters since.
908 funds tracked by Wall St. Rank held WEC Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.