AIMC
Alley Investment Management Company’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
43,593
+744
| +2% | +$77.5K | 0.55% | 55 |
|
|
2025
Q1 | $4.67M | Buy |
42,849
+364
| +0.9% | +$39.7K | 0.59% | 52 |
|
|
2024
Q4 | $4M | Buy |
42,485
+1,241
| +3% | +$117K | 0.51% | 57 |
|
|
2024
Q3 | $3.97M | Buy |
41,244
+477
| +1% | +$45.9K | 0.5% | 56 |
|
|
2024
Q2 | $3.2M | Buy |
40,767
+689
| +2% | +$54.1K | 0.44% | 58 |
|
|
2024
Q1 | $3.29M | Buy |
40,078
+822
| +2% | +$67.5K | 0.45% | 57 |
|
|
2023
Q4 | $3.3M | Buy |
39,256
+30,009
| +325% | +$2.53M | 0.48% | 56 |
|
|
2023
Q3 | $745K | Sell |
9,247
-23
| -0.2% | -$1.85K | 0.13% | 66 |
|
|
2023
Q2 | $818K | Hold |
9,270
| – | – | 0.13% | 67 |
|
|
2023
Q1 | $879K | Hold |
9,270
| – | – | 0.15% | 66 |
|
|
2022
Q4 | $869K | Sell |
9,270
-15
| -0.2% | -$1.41K | 0.15% | 67 |
|
|
2022
Q3 | $830K | Sell |
9,285
-21
| -0.2% | -$1.88K | 0.17% | 64 |
|
|
2022
Q2 | $937K | Hold |
9,306
| – | – | 0.18% | 63 |
|
|
2022
Q1 | $929K | Buy |
+9,306
| New | +$929K | 0.15% | 63 |
|