Aigen Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
10,205
-1,022
| -9% | -$106K | 0.15% | 229 |
|
|
2025
Q1 | $1.22M | Buy |
+11,227
| New | +$1.22M | 0.2% | 160 |
|
|
2024
Q3 | – | Sell |
-3,199
| Closed | -$251K | – | 1046 |
|
|
2024
Q2 | $251K | Buy |
+3,199
| New | +$251K | 0.05% | 544 |
|
|
2023
Q3 | – | Sell |
-2,391
| Closed | -$211K | – | 1108 |
|
|
2023
Q2 | $211K | Buy |
+2,391
| New | +$211K | 0.03% | 601 |
|
|
2022
Q3 | – | Sell |
-6,362
| Closed | -$640K | – | 789 |
|
|
2022
Q2 | $640K | Buy |
6,362
+3,970
| +166% | +$399K | 0.11% | 256 |
|
|
2022
Q1 | $239K | Sell |
2,392
-32,817
| -93% | -$3.28M | 0.04% | 438 |
|
|
2021
Q4 | $3.36M | Buy |
+35,209
| New | +$3.36M | 0.21% | 129 |
|
|
2021
Q3 | – | Sell |
-11,770
| Closed | -$1.05M | – | 677 |
|
|
2021
Q2 | $1.05M | Buy |
+11,770
| New | +$1.05M | 0.18% | 139 |
|
|
2021
Q1 | – | Sell |
-12,736
| Closed | -$1.17M | – | 913 |
|
|
2020
Q4 | $1.17M | Buy |
+12,736
| New | +$1.17M | 0.15% | 169 |
|
|
2020
Q2 | – | Sell |
-20,251
| Closed | -$1.79M | – | 1326 |
|
|
2020
Q1 | $1.79M | Buy |
+20,251
| New | +$1.79M | 0.24% | 105 |
|