Lumature Wealth Partners’s WEC Energy WEC Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$25.9K	Buy	293 +15	+5%	+$1.39K	0.02%	262
2023 Q1	$26.4K	Hold	278	–	–	0.01%	260
2022 Q4	$26.1K	Hold	278	–	–	0.01%	255
2022 Q3	$25K	Hold	278	–	–	0.01%	269
2022 Q2	$28K	Sell	278 -134	-33%	-$13.6K	0.01%	269
2022 Q1	$41K	Buy	412 +96	+30%	+$9.07K	0.02%	270
2021 Q4	$31K	Buy	316 +126	+66%	+$11.5K	0.01%	266
2021 Q3	$17K	Buy	190 +106	+126%	+$9.94K	0.01%	306
2021 Q2	$7K	Buy	84 +41	+95%	+$3.86K	﹤0.01%	313
2021 Q1	$4K	Buy	+43	New	+$3.75K	﹤0.01%	330

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MAM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lumature Wealth Partners's WEC Position: Q2 2023 in Review

Lumature Wealth Partners increased its WEC Energy (WEC) stake by 5.4% in Q2 2023, buying an estimated $1.39K and bringing the position to 293 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #262.

Lumature Wealth Partners first reported a position in WEC in Q1 2021 and has held it in 10 quarters since. The position peaked at $41K in Q1 2022. 1,027 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

Lumature Wealth Partners held 293 shares of WEC Energy worth $25.9K as of Q2 2023.
Lumature Wealth Partners bought 15 WEC Energy shares in Q2 2023, an estimated $1.39K.
WEC Energy made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #262 holding.
Lumature Wealth Partners first reported a position in WEC Energy in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's WEC Energy position peaked at $41K in Q1 2022.
1,027 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.