Aquila 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.69M | Hold |
28,000
| – | – | 3% | 10 |
|
|
2024
Q2 | $2.2M | Hold |
28,000
| – | – | 2.06% | 17 |
|
|
2024
Q1 | $2.3M | Buy |
+28,000
| New | +$2.3M | 1.96% | 17 |
|
|
2023
Q4 | – | Sell |
-29,000
| Closed | -$2.34M | – | 93 |
|
|
2023
Q3 | $2.34M | Hold |
29,000
| – | – | 2.15% | 9 |
|
|
2023
Q2 | $2.56M | Sell |
29,000
-9,000
| -24% | -$794K | 2.09% | 5 |
|
|
2023
Q1 | $3.6M | Hold |
38,000
| – | – | 2.97% | 1 |
|
|
2022
Q4 | $3.56M | Buy |
38,000
+8,000
| +27% | +$750K | 2.76% | 2 |
|
|
2022
Q3 | $2.68M | Sell |
30,000
-2,000
| -6% | -$179K | 2.01% | 9 |
|
|
2022
Q2 | $3.22M | Sell |
32,000
-2,000
| -6% | -$201K | 2.29% | 2 |
|
|
2022
Q1 | $3.39M | Buy |
34,000
+5,000
| +17% | +$499K | 1.92% | 11 |
|
|
2021
Q4 | $2.82M | Buy |
+29,000
| New | +$2.82M | 1.36% | 23 |
|