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 |
|