LNC
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Lincoln National Corp’s WEC Energy WEC Stock Holding History

Lincoln National Corp’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
-6,466
Closed -$531K – 1125
2024
Q1 		$531K Buy
6,466
+993
+18% +$79.9K 0.01% 723
2023
Q4 		$461K Buy
5,473
+2,260
+70% +$186K 0.01% 711
2023
Q3 		$259K Sell
3,213
-196
-6% -$17K 0.01% 860
2023
Q2 		$301K Sell
3,409
-191
-5% -$17.6K 0.01% 787
2023
Q1 		$341K Sell
3,600
-30
-0.8% -$2.78K 0.01% 725
2022
Q4 		$340K Buy
3,630
+198
+6% +$18.3K 0.01% 657
2022
Q3 		$307K Buy
3,432
+6
+0.2% +$613 0.01% 645
2022
Q2 		$345K Sell
3,426
-21
-0.6% -$2.13K 0.01% 595
2022
Q1 		$344K Sell
3,447
-238
-6% -$22.5K 0.01% 677
2021
Q4 		$358K Buy
3,685
+143
+4% +$13.1K 0.01% 651
2021
Q3 		$312K Sell
3,542
-3
-0.1% -$281 0.01% 663
2021
Q2 		$316K Buy
3,545
+80
+2% +$7.54K 0.01% 648
2021
Q1 		$324K Buy
3,465
+88
+3% +$7.67K 0.01% 592
2020
Q4 		$311K Buy
3,377
+647
+24% +$63K 0.01% 567
2020
Q3 		$265K Sell
2,730
-5
-0.2% -$466 0.01% 544
2020
Q2 		$240K Buy
2,735
+40
+1% +$3.61K 0.01% 548
2020
Q1 		$238K Buy
2,695
+28
+1% +$2.69K 0.01% 498
2019
Q4 		$246K Buy
2,667
+90
+3% +$8.21K 0.01% 550
2019
Q3 		$245K Sell
2,577
-1,540
-37% -$139K 0.01% 500
2019
Q2 		$343K Buy
4,117
+1,249
+44% +$100K 0.01% 391
2019
Q1 		$227K Sell
2,868
-104
-3% -$7.72K 0.01% 456
2018
Q4 		$206K Buy
+2,972
New +$209K 0.01% 439
2018
Q1 		– Sell
-5,538
Closed -$367K – 624
2017
Q4 		$367K Buy
+5,538
New +$372K 0.01% 432

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lincoln National Corp's WEC Position: Q2 2024 in Review

Lincoln National Corp sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 6,466 shares — an estimated $531K sold.

Lincoln National Corp first reported a position in WEC in Q4 2017 and held it in 23 quarters. The position peaked at $531K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • Lincoln National Corp reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,466 WEC Energy shares in Q2 2024, an estimated $531K.
  • Lincoln National Corp first reported a position in WEC Energy in Q4 2017 and held it in 23 quarters.
  • Lincoln National Corp's WEC Energy position peaked at $531K in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.