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Lockheed Martin Investment Management’s WEC Energy WEC Stock Holding History

Lockheed Martin Investment 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
2024
Q3 		– Sell
-9,700
Closed -$761K – 159
2024
Q2 		$761K Sell
9,700
-6,600
-40% -$536K 0.04% 112
2024
Q1 		$1.4M Sell
16,300
-2,400
-13% -$193K 0.1% 97
2023
Q4 		$1.63M Sell
18,700
-2,100
-10% -$173K 0.12% 92
2023
Q3 		$1.79M Hold
20,800
– – 0.14% 86
2023
Q2 		$1.84M Buy
20,800
+2,200
+12% +$203K 0.11% 83
2023
Q1 		$1.76M Hold
18,600
– – 0.1% 89
2022
Q4 		$1.74M Buy
18,600
+900
+5% +$83.2K 0.12% 88
2022
Q3 		$1.58M Sell
17,700
-3,500
-17% -$358K 0.13% 87
2022
Q2 		$2.13M Sell
21,200
-8,100
-28% -$821K 0.14% 90
2022
Q1 		$2.92M Sell
29,300
-5,300
-15% -$501K 0.16% 90
2021
Q4 		$3.36M Buy
+34,600
New +$3.16M 0.18% 92

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lockheed Martin Investment Management's WEC Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 9,700 shares — an estimated $761K sold.

Lockheed Martin Investment Management first reported a position in WEC in Q4 2021 and held it in 11 quarters. The position peaked at $3.36M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Lockheed Martin Investment Management reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 9,700 WEC Energy shares in Q3 2024, an estimated $761K.
  • Lockheed Martin Investment Management first reported a position in WEC Energy in Q4 2021 and held it in 11 quarters.
  • Lockheed Martin Investment Management's WEC Energy position peaked at $3.36M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.