American Assets 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
$5.21M Hold
50,000
0.42% 71
2025
Q1
$5.45M Hold
50,000
0.48% 64
2024
Q4
$4.7M Hold
50,000
0.38% 75
2024
Q3
$4.81M Hold
50,000
0.42% 76
2024
Q2
$3.92M Hold
50,000
0.37% 81
2024
Q1
$4.11M Hold
50,000
0.39% 78
2023
Q4
$4.21M Hold
50,000
0.43% 74
2023
Q3
$4.03M Hold
50,000
0.45% 70
2023
Q2
$4.41M Hold
50,000
0.49% 68
2023
Q1
$4.74M Hold
50,000
0.55% 64
2022
Q4
$4.69M Hold
50,000
0.54% 60
2022
Q3
$4.47M Hold
50,000
0.58% 60
2022
Q2
$5.03M Hold
50,000
0.63% 56
2022
Q1
$4.99M Hold
50,000
0.53% 63
2021
Q4
$4.85M Buy
+50,000
New +$4.85M 0.52% 63