LVIP JPMorgan Mid Cap Value Fund WEC Holdings History
LVIP JPMorgan Mid Cap Value Fund's WEC Energy Group Inc Holding Summary
As of 2025-03-31, LVIP JPMorgan Mid Cap Value Fund held 50,011.00 shares of WEC Energy Group Inc(WEC), totaling $5.45 Mil. This investment constitutes 2.03% of their stock portfolio, and LVIP JPMorgan Mid Cap Value Fund now holds 0.02% of the outstanding WEC Energy Group Inc(WEC) stock.
The initial trade took place in 2023Q2. And since then LVIP JPMorgan Mid Cap Value Fund has made 3 purchases of WEC, at an average price of $92.46, for a total of 81,952.00 shares. In addition, there have been 3 sales at an average price of $86.82 for 31,941.00 shares. Based on historical transaction data and WEC's current price of $107.82, LVIP JPMorgan Mid Cap Value Fund's estimated gain on his WEC holdings is $588,452.65, reflecting a 7.77% gain to date.
LVIP JPMorgan Mid Cap Value Fund WEC ($107.82) Holding Chart
LVIP JPMorgan Mid Cap Value Fund WEC ($107.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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