Aperio Group’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$30.4M Sell
330,670
-6,135
-2% -$565K 0.09% 218
2020
Q3
$32.6M Buy
336,805
+7,382
+2% +$715K 0.11% 179
2020
Q2
$28.9M Sell
329,423
-46,400
-12% -$4.07M 0.11% 188
2020
Q1
$33.1M Buy
375,823
+43,267
+13% +$3.81M 0.15% 145
2019
Q4
$30.7M Buy
332,556
+16,876
+5% +$1.56M 0.11% 202
2019
Q3
$30M Buy
315,680
+25,579
+9% +$2.43M 0.12% 201
2019
Q2
$24.2M Buy
290,101
+11,510
+4% +$960K 0.1% 237
2019
Q1
$22M Sell
278,591
-1,065
-0.4% -$84.2K 0.1% 240
2018
Q4
$19.4M Buy
279,656
+32,444
+13% +$2.25M 0.1% 240
2018
Q3
$16.5M Buy
247,212
+17,975
+8% +$1.2M 0.07% 301
2018
Q2
$14.8M Sell
229,237
-37,945
-14% -$2.45M 0.07% 315
2018
Q1
$16.8M Sell
267,182
-14,177
-5% -$889K 0.08% 281
2017
Q4
$18.7M Buy
281,359
+13,978
+5% +$929K 0.09% 248
2017
Q3
$16.8M Buy
267,381
+12,902
+5% +$810K 0.09% 256
2017
Q2
$15.6M Buy
254,479
+40,293
+19% +$2.47M 0.1% 246
2017
Q1
$13M Buy
214,186
+18,363
+9% +$1.11M 0.09% 266
2016
Q4
$11.5M Buy
195,823
+28,265
+17% +$1.66M 0.09% 267
2016
Q3
$10M Sell
167,558
-4,978
-3% -$298K 0.07% 320
2016
Q2
$11.3M Buy
172,536
+2,730
+2% +$178K 0.09% 264
2016
Q1
$10.2M Buy
169,806
+25,043
+17% +$1.5M 0.09% 269
2015
Q4
$7.43M Buy
144,763
+14,828
+11% +$761K 0.07% 327
2015
Q3
$6.79M Buy
129,935
+20,936
+19% +$1.09M 0.07% 336
2015
Q2
$4.9M Buy
108,999
+31,385
+40% +$1.41M 0.05% 427
2015
Q1
$3.84M Buy
77,614
+4,025
+5% +$199K 0.04% 480
2014
Q4
$3.88M Buy
73,589
+5,408
+8% +$285K 0.05% 454
2014
Q3
$2.93M Sell
68,181
-154
-0.2% -$6.62K 0.04% 503
2014
Q2
$3.21M Buy
68,335
+3,715
+6% +$174K 0.05% 465
2014
Q1
$3.01M Buy
+64,620
New +$3.01M 0.04% 562
2013
Q4
Sell
-39,277
Closed -$1.59M 676
2013
Q3
$1.59M Buy
39,277
+8,299
+27% +$335K 0.03% 666
2013
Q2
$1.27M Buy
+30,978
New +$1.27M 0.03% 667