Lubar & Co’s WEC Energy WEC Stock Holding History

Lubar & 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
2020 Q2	–	Sell	-4,990	Closed	-$440K	–	11
2020 Q1	$440K	Buy	+4,990	New	+$480K	1.27%	8

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lubar & Co's WEC Position: Q2 2020 in Review

Lubar & Co sold out of WEC Energy (WEC) in Q2 2020, closing a stake of 4,990 shares — an estimated $440K sold.

Lubar & Co first reported a position in WEC in Q1 2020 and held it in 1 quarter. The position peaked at $440K in Q1 2020. 905 funds tracked by Wall St. Rank hold WEC as of Q2 2020.

Lubar & Co reported no remaining WEC Energy position as of Q2 2020 after selling out during the quarter.
Lubar & Co sold 4,990 WEC Energy shares in Q2 2020, an estimated $440K.
Lubar & Co first reported a position in WEC Energy in Q1 2020 and held it in 1 quarter.
Lubar & Co's WEC Energy position peaked at $440K in Q1 2020.
905 funds tracked by Wall St. Rank held WEC Energy as of Q2 2020.

Based on Lubar & Co's 13F filing for Q2 2020, filed 28 Jul 2020.