Alta Capital 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 | $3.94M | Sell |
37,850
-1,996
| -5% | -$208K | 0.22% | 52 |
|
|
2025
Q1 | $4.34M | Buy |
39,846
+1,847
| +5% | +$201K | 0.28% | 49 |
|
|
2024
Q4 | $3.57M | Buy |
37,999
+3,262
| +9% | +$307K | 0.21% | 52 |
|
|
2024
Q3 | $3.34M | Buy |
34,737
+1,205
| +4% | +$116K | 0.2% | 49 |
|
|
2024
Q2 | $2.63M | Buy |
33,532
+967
| +3% | +$75.9K | 0.17% | 56 |
|
|
2024
Q1 | $2.67M | Buy |
32,565
+5,659
| +21% | +$465K | 0.17% | 57 |
|
|
2023
Q4 | $2.26M | Buy |
26,906
+623
| +2% | +$52.4K | 0.15% | 57 |
|
|
2023
Q3 | $2.12M | Buy |
26,283
+112
| +0.4% | +$9.02K | 0.15% | 55 |
|
|
2023
Q2 | $2.31M | Buy |
26,171
+324
| +1% | +$28.6K | 0.16% | 54 |
|
|
2023
Q1 | $2.45M | Buy |
25,847
+1,021
| +4% | +$96.8K | 0.18% | 54 |
|
|
2022
Q4 | $2.33M | Buy |
24,826
+1,478
| +6% | +$139K | 0.18% | 55 |
|
|
2022
Q3 | $2.09M | Sell |
23,348
-244
| -1% | -$21.8K | 0.16% | 53 |
|
|
2022
Q2 | $2.37M | Buy |
23,592
+166
| +0.7% | +$16.7K | 0.17% | 53 |
|
|
2022
Q1 | $2.34M | Buy |
23,426
+1,462
| +7% | +$146K | 0.14% | 55 |
|
|
2021
Q4 | $2.13M | Buy |
21,964
+1,540
| +8% | +$149K | 0.11% | 58 |
|
|
2021
Q3 | $1.8M | Sell |
20,424
-18,432
| -47% | -$1.63M | 0.1% | 58 |
|
|
2021
Q2 | $3.46M | Buy |
38,856
+2,903
| +8% | +$258K | 0.1% | 57 |
|
|
2021
Q1 | $3.36M | Buy |
35,953
+20,892
| +139% | +$1.95M | 0.1% | 58 |
|
|
2020
Q4 | $1.39M | Sell |
15,061
-14,208
| -49% | -$1.31M | 0.08% | 61 |
|
|
2020
Q3 | $2.84M | Buy |
29,269
+1,511
| +5% | +$146K | 0.09% | 57 |
|
|
2020
Q2 | $2.43M | Sell |
27,758
-2,467
| -8% | -$216K | 0.09% | 59 |
|
|
2020
Q1 | $2.66M | Buy |
30,225
+13,517
| +81% | +$1.19M | 0.12% | 54 |
|
|
2019
Q4 | $1.54M | Buy |
16,708
+783
| +5% | +$72.2K | 0.1% | 59 |
|
|
2019
Q3 | $1.51M | Sell |
15,925
-11,380
| -42% | -$1.08M | 0.1% | 55 |
|
|
2019
Q2 | $2.28M | Buy |
27,305
+83
| +0.3% | +$6.92K | 0.13% | 48 |
|
|
2019
Q1 | $2.15M | Buy |
27,222
+2,925
| +12% | +$231K | 0.13% | 45 |
|
|
2018
Q4 | $1.68M | Buy |
24,297
+867
| +4% | +$60K | 0.11% | 49 |
|
|
2018
Q3 | $1.56M | Buy |
23,430
+1,015
| +5% | +$67.8K | 0.09% | 54 |
|
|
2018
Q2 | $1.45M | Buy |
22,415
+685
| +3% | +$44.3K | 0.09% | 51 |
|
|
2018
Q1 | $1.36M | Buy |
21,730
+579
| +3% | +$36.3K | 0.08% | 51 |
|
|
2017
Q4 | $1.41M | Sell |
21,151
-303
| -1% | -$20.1K | 0.09% | 52 |
|
|
2017
Q3 | $1.35M | Sell |
21,454
-220
| -1% | -$13.8K | 0.09% | 52 |
|
|
2017
Q2 | $1.33M | Buy |
21,674
+477
| +2% | +$29.3K | 0.09% | 51 |
|
|
2017
Q1 | $1.29M | Buy |
21,197
+3
| +0% | +$182 | 0.09% | 55 |
|
|
2016
Q4 | $1.24M | Sell |
21,194
-363
| -2% | -$21.3K | 0.09% | 57 |
|
|
2016
Q3 | $1.29M | Buy |
21,557
+1,050
| +5% | +$62.8K | 0.08% | 55 |
|
|
2016
Q2 | $1.34M | Sell |
20,507
-157
| -0.8% | -$10.3K | 0.08% | 55 |
|
|
2016
Q1 | $1.24M | Buy |
20,664
+405
| +2% | +$24.3K | 0.08% | 55 |
|
|
2015
Q4 | $1.04M | Sell |
20,259
-1,948
| -9% | -$99.9K | 0.08% | 58 |
|
|
2015
Q3 | $1.16M | Sell |
22,207
-2,699
| -11% | -$141K | 0.1% | 58 |
|
|
2015
Q2 | $1.12M | Sell |
24,906
-1,858
| -7% | -$83.6K | 0.09% | 61 |
|
|
2015
Q1 | $1.32M | Buy |
26,764
+896
| +3% | +$44.3K | 0.11% | 57 |
|
|
2014
Q4 | $1.36M | Buy |
25,868
+795
| +3% | +$41.9K | 0.11% | 56 |
|
|
2014
Q3 | $1.08M | Buy |
25,073
+1,058
| +4% | +$45.5K | 0.1% | 60 |
|
|
2014
Q2 | $1.13M | Buy |
+24,015
| New | +$1.13M | 0.1% | 61 |
|