Sargent Bickham Lagudis’s WEC Energy WEC Stock Holding History

Sargent Bickham Lagudis’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	$57.5K	Hold	613	–	–	﹤0.01%	420
2022 Q3	$55K	Hold	613	–	–	﹤0.01%	395
2022 Q2	$62K	Buy	613 +213	+53%	+$21.6K	0.01%	384
2022 Q1	$40K	Hold	400	–	–	﹤0.01%	495
2021 Q4	$39K	Sell	400 -400	-50%	-$36.6K	﹤0.01%	498
2021 Q3	$71K	Hold	800	–	–	0.01%	387
2021 Q2	$71K	Hold	800	–	–	0.01%	396
2021 Q1	$75K	Hold	800	–	–	0.01%	370
2020 Q4	$74K	Hold	800	–	–	0.01%	365
2020 Q3	$78K	Hold	800	–	–	0.01%	329
2020 Q2	$70K	Hold	800	–	–	0.01%	319
2020 Q1	$71K	Buy	800 +400	+100%	+$38.5K	0.01%	292
2019 Q4	$37K	Hold	400	–	–	﹤0.01%	428
2019 Q3	$38K	Hold	400	–	–	﹤0.01%	383
2019 Q2	$33K	Hold	400	–	–	﹤0.01%	422
2019 Q1	$32K	Hold	400	–	–	﹤0.01%	450
2018 Q4	$28K	Hold	400	–	–	﹤0.01%	444
2018 Q3	$27K	Hold	400	–	–	﹤0.01%	454
2018 Q2	$26K	Hold	400	–	–	﹤0.01%	454
2018 Q1	$25K	Hold	400	–	–	﹤0.01%	455
2017 Q4	$27K	Hold	400	–	–	﹤0.01%	452
2017 Q3	$25K	Hold	400	–	–	﹤0.01%	468
2017 Q2	$25K	Hold	400	–	–	﹤0.01%	454
2017 Q1	$24K	Hold	400	–	–	﹤0.01%	466
2016 Q4	$23K	Hold	400	–	–	﹤0.01%	448
2016 Q3	$24K	Hold	400	–	–	﹤0.01%	455
2016 Q2	$26K	Hold	400	–	–	﹤0.01%	426
2016 Q1	$24K	Buy	+400	New	+$22.4K	﹤0.01%	460

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 $617B AUM 30.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $4.47B AUM 4.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sargent Bickham Lagudis's WEC Position: Q4 2022 in Review

Sargent Bickham Lagudis held its WEC Energy (WEC) position steady in Q4 2022 at 613 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Sargent Bickham Lagudis first reported a position in WEC in Q1 2016 and has held it in 28 quarters since. The position peaked at $78K in Q3 2020. 1,066 funds tracked by Wall St. Rank hold WEC as of Q4 2022.

Sargent Bickham Lagudis held 613 shares of WEC Energy worth $57.5K as of Q4 2022.
Sargent Bickham Lagudis left its WEC Energy share count unchanged in Q4 2022.
WEC Energy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #420 holding.
Sargent Bickham Lagudis first reported a position in WEC Energy in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's WEC Energy position peaked at $78K in Q3 2020.
1,066 funds tracked by Wall St. Rank held WEC Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.