Loveless Wealth Management’s WEC Energy WEC Stock Holding History

Loveless Wealth 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
2022 Q2	$2.07M	Buy	20,580 +145	+0.7%	+$14.7K	1.36%	26
2022 Q1	$2.04M	Sell	20,435 -150	-0.7%	-$14.2K	1.15%	29
2021 Q4	$2M	Sell	20,585 -115	-0.6%	-$10.5K	1.1%	33
2021 Q3	$1.83M	Sell	20,700 -170	-0.8%	-$15.9K	1.11%	31
2021 Q2	$1.86M	Buy	20,870 +590	+3%	+$55.6K	1.13%	31
2021 Q1	$1.9M	Sell	20,280 -15	-0.1%	-$1.31K	1.25%	29
2020 Q4	$1.87M	Buy	20,295 +40	+0.2%	+$3.89K	1.38%	26
2020 Q3	$1.96M	Buy	20,255 +455	+2%	+$42.4K	1.66%	18
2020 Q2	$1.74M	Sell	19,800 -10	-0.1%	-$902	1.62%	19
2020 Q1	$1.75M	Sell	19,810 -300	-1%	-$28.9K	2.06%	13
2019 Q4	$1.83M	Buy	+20,110	New	+$1.83M	1.58%	17

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Loveless Wealth Management's WEC Position: Q2 2022 in Review

Loveless Wealth Management increased its WEC Energy (WEC) stake by 0.71% in Q2 2022, buying an estimated $14.7K and bringing the position to 20,580 shares worth $2.07M. The position accounts for 1.36% of the portfolio, ranked #26.

Loveless Wealth Management first reported a position in WEC in Q4 2019 and has held it in 11 quarters since. 1,040 funds tracked by Wall St. Rank hold WEC as of Q2 2022.

Loveless Wealth Management held 20,580 shares of WEC Energy worth $2.07M as of Q2 2022.
Loveless Wealth Management bought 145 WEC Energy shares in Q2 2022, an estimated $14.7K.
WEC Energy made up 1.36% of Loveless Wealth Management's portfolio in Q2 2022, its #26 holding.
Loveless Wealth Management first reported a position in WEC Energy in Q4 2019 and has held it in 11 quarters since.
1,040 funds tracked by Wall St. Rank held WEC Energy as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.