AAM
Autus Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $253K | Hold |
2,700
| – | – | 0.05% | 132 |
|
|
2022
Q3 | $241K | Hold |
2,700
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $272K | Sell |
2,700
-73
| -3% | -$7.35K | 0.05% | 126 |
|
|
2022
Q1 | $276K | Buy |
2,773
+73
| +3% | +$7.27K | 0.04% | 131 |
|
|
2021
Q4 | $262K | Hold |
2,700
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $238K | Sell |
2,700
-31
| -1% | -$2.73K | 0.03% | 159 |
|
|
2021
Q2 | $243K | Hold |
2,731
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $256K | Buy |
+2,731
| New | +$256K | 0.03% | 151 |
|
|
2020
Q4 | – | Sell |
-2,700
| Closed | -$262K | – | 160 |
|
|
2020
Q3 | $262K | Hold |
2,700
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $237K | Hold |
2,700
| – | – | 0.03% | 144 |
|
|
2020
Q1 | $238K | Hold |
2,700
| – | – | 0.04% | 128 |
|
|
2019
Q4 | $249K | Hold |
2,700
| – | – | 0.04% | 144 |
|
|
2019
Q3 | $257K | Hold |
2,700
| – | – | 0.04% | 140 |
|
|
2019
Q2 | $225K | Hold |
2,700
| – | – | 0.04% | 146 |
|
|
2019
Q1 | $214K | Sell |
2,700
-482
| -15% | -$38.2K | 0.04% | 148 |
|
|
2018
Q4 | $220K | Hold |
3,182
| – | – | 0.04% | 139 |
|
|
2018
Q3 | $212K | Buy |
+3,182
| New | +$212K | 0.04% | 148 |
|