Azimuth Capital 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 | $23.9M | Buy |
228,925
+2,398
| +1% | +$250K | 0.89% | 26 |
|
|
2025
Q1 | $24.7M | Buy |
226,527
+460
| +0.2% | +$50.1K | 0.98% | 25 |
|
|
2024
Q4 | $21.3M | Buy |
226,067
+145,148
| +179% | +$13.6M | 0.83% | 31 |
|
|
2024
Q3 | $7.78M | Sell |
80,919
-692
| -0.8% | -$66.6K | 0.3% | 111 |
|
|
2024
Q2 | $6.4M | Buy |
81,611
+1,605
| +2% | +$126K | 0.26% | 123 |
|
|
2024
Q1 | $6.57M | Sell |
80,006
-1,496
| -2% | -$123K | 0.27% | 126 |
|
|
2023
Q4 | $6.86M | Sell |
81,502
-938
| -1% | -$79K | 0.31% | 109 |
|
|
2023
Q3 | $6.64M | Sell |
82,440
-700
| -0.8% | -$56.4K | 0.33% | 107 |
|
|
2023
Q2 | $7.34M | Buy |
83,140
+30,819
| +59% | +$2.72M | 0.35% | 108 |
|
|
2023
Q1 | $4.96M | Sell |
52,321
-690
| -1% | -$65.4K | 0.24% | 141 |
|
|
2022
Q4 | $4.97M | Sell |
53,011
-223
| -0.4% | -$20.9K | 0.25% | 134 |
|
|
2022
Q3 | $4.76M | Buy |
53,234
+1,195
| +2% | +$107K | 0.26% | 132 |
|
|
2022
Q2 | $5.24M | Buy |
+52,039
| New | +$5.24M | 0.26% | 132 |
|