Lodestar Investment Counsel’s WEC Energy WEC Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$482K	Hold	5,781	–	–	0.05%	130
2019 Q1	$457K	Hold	5,781	–	–	0.05%	129
2018 Q4	$400K	Hold	5,781	–	–	0.05%	128
2018 Q3	$386K	Hold	5,781	–	–	0.04%	142
2018 Q2	$374K	Hold	5,781	–	–	0.04%	146
2018 Q1	$362K	Hold	5,781	–	–	0.04%	142
2017 Q4	$384K	Sell	5,781 -500	-8%	-$33.5K	0.04%	139
2017 Q3	$394K	Hold	6,281	–	–	0.05%	133
2017 Q2	$386K	Sell	6,281 -141	-2%	-$8.71K	0.05%	131
2017 Q1	$389K	Hold	6,422	–	–	0.05%	129
2016 Q4	$377K	Hold	6,422	–	–	0.05%	128
2016 Q3	$385K	Hold	6,422	–	–	0.05%	131
2016 Q2	$419K	Sell	6,422 -200	-3%	-$12K	0.06%	121
2016 Q1	$398K	Buy	6,622 +1,000	+18%	+$56K	0.06%	126
2015 Q4	$288K	Hold	5,622	–	–	0.05%	122
2015 Q3	$294K	Hold	5,622	–	–	0.05%	121
2015 Q2	$253K	Buy	5,622 +536	+11%	+$25.7K	0.04%	136
2015 Q1	$252K	Hold	5,086	–	–	0.04%	137
2014 Q4	$268K	Hold	5,086	–	–	0.08%	101
2014 Q3	$219K	Hold	5,086	–	–	0.07%	109
2014 Q2	$239K	Hold	5,086	–	–	0.07%	107
2014 Q1	$237K	Buy	+5,086	New	+$219K	0.07%	109

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lodestar Investment Counsel's WEC Position: Q2 2019 in Review

Lodestar Investment Counsel held its WEC Energy (WEC) position steady in Q2 2019 at 5,781 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #130.

Lodestar Investment Counsel first reported a position in WEC in Q1 2014 and has held it in 22 quarters since. 854 funds tracked by Wall St. Rank hold WEC as of Q2 2019.

Lodestar Investment Counsel held 5,781 shares of WEC Energy worth $482K as of Q2 2019.
Lodestar Investment Counsel left its WEC Energy share count unchanged in Q2 2019.
WEC Energy made up 0.05% of Lodestar Investment Counsel's portfolio in Q2 2019, its #130 holding.
Lodestar Investment Counsel first reported a position in WEC Energy in Q1 2014 and has held it in 22 quarters since.
854 funds tracked by Wall St. Rank held WEC Energy as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.