Lion Street Advisors’s WEC Energy WEC Stock Holding History

Lion Street 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
2020 Q2	–	Sell	-132	Closed	-$12K	–	411
2020 Q1	$12K	Buy	+132	New	+$12.7K	0.07%	144

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

Lion Street Advisors's WEC Position: Q2 2020 in Review

Lion Street Advisors sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 132 shares — an estimated $12K sold.

Lion Street Advisors first reported a position in WEC in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 904 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Lion Street Advisors reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 132 WEC Energy shares in Q2 2020, an estimated $12K.
Lion Street Advisors first reported a position in WEC Energy in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's WEC Energy position peaked at $12K in Q1 2020.
904 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.