Lord, Abbett & Co
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Lord, Abbett & Co’s WEC Energy WEC Stock Holding History

Lord, Abbett & Co’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
2022
Q4 		– Sell
-350,000
Closed -$31.3M – 653
2022
Q3 		$31.3M Buy
+350,000
New +$35.8M 0.11% 242
2021
Q2 		– Sell
-277,800
Closed -$26M – 720
2021
Q1 		$26M Sell
277,800
-109,600
-28% -$9.55M 0.07% 380
2020
Q4 		$35.7M Sell
387,400
-1,700
-0.4% -$165K 0.09% 314
2020
Q3 		$37.7M Sell
389,100
-4,000
-1% -$373K 0.12% 263
2020
Q2 		$34.5M Buy
393,100
+55,800
+17% +$5.03M 0.12% 272
2020
Q1 		$29.7M Sell
337,300
-12,500
-4% -$1.2M 0.13% 244
2019
Q4 		$32.3M Buy
349,800
+17,600
+5% +$1.6M 0.11% 293
2019
Q3 		$31.6M Buy
+332,200
New +$29.9M 0.11% 313
2016
Q4 		– Sell
-1,385,900
Closed -$83M – 967
2016
Q3 		$83M Buy
1,385,900
+25,000
+2% +$1.56M 0.25% 102
2016
Q2 		$88.9M Buy
+1,360,900
New +$81.9M 0.28% 82
2014
Q3 		– Sell
-745,836
Closed -$35M – 1041
2014
Q2 		$35M Sell
745,836
-1,229,833
-62% -$57.1M 0.08% 369
2014
Q1 		$92M Sell
1,975,669
-201,897
-9% -$8.7M 0.21% 137
2013
Q4 		$90M Buy
2,177,566
+120,241
+6% +$4.99M 0.2% 138
2013
Q3 		$83.1M Buy
2,057,325
+512,437
+33% +$21.3M 0.19% 143
2013
Q2 		$63.3M Buy
+1,544,888
New +$65.5M 0.15% 184

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Lord, Abbett & Co's WEC Position: Q4 2022 in Review

Lord, Abbett & Co sold out of WEC Energy (WEC) in Q4 2022, closing a stake of 350,000 shares — an estimated $31.3M sold.

Lord, Abbett & Co first reported a position in WEC in Q2 2013 and held it in 15 quarters. The position peaked at $92M in Q1 2014. 1,067 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

  • Lord, Abbett & Co reported no remaining WEC Energy position as of Q4 2022 after selling out during the quarter.
  • Lord, Abbett & Co sold 350,000 WEC Energy shares in Q4 2022, an estimated $31.3M.
  • Lord, Abbett & Co first reported a position in WEC Energy in Q2 2013 and held it in 15 quarters.
  • Lord, Abbett & Co's WEC Energy position peaked at $92M in Q1 2014.
  • 1,067 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Lord, Abbett & Co's 13F filing for Q4 2022, filed 10 Feb 2023.