Bailard’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 | $274K | Buy |
2,632
+595
| +29% | +$62K | 0.01% | 629 |
|
|
2025
Q1 | $222K | Buy |
+2,037
| New | +$222K | 0.01% | 668 |
|
|
2023
Q3 | – | Sell |
-2,302
| Closed | -$203K | – | 781 |
|
|
2023
Q2 | $203K | Hold |
2,302
| – | – | 0.01% | 643 |
|
|
2023
Q1 | $218K | Sell |
2,302
-901
| -28% | -$85.4K | 0.01% | 617 |
|
|
2022
Q4 | $300K | Hold |
3,203
| – | – | 0.01% | 511 |
|
|
2022
Q3 | $286K | Hold |
3,203
| – | – | 0.01% | 473 |
|
|
2022
Q2 | $322K | Hold |
3,203
| – | – | 0.01% | 464 |
|
|
2022
Q1 | $320K | Hold |
3,203
| – | – | 0.01% | 511 |
|
|
2021
Q4 | $311K | Hold |
3,203
| – | – | 0.01% | 524 |
|
|
2021
Q3 | $282K | Hold |
3,203
| – | – | 0.01% | 550 |
|
|
2021
Q2 | $285K | Buy |
+3,203
| New | +$285K | 0.01% | 551 |
|
|
2020
Q3 | – | Sell |
-3,689
| Closed | -$323K | – | 622 |
|
|
2020
Q2 | $323K | Buy |
3,689
+403
| +12% | +$35.3K | 0.02% | 355 |
|
|
2020
Q1 | $290K | Hold |
3,286
| – | – | 0.02% | 322 |
|
|
2019
Q4 | $303K | Buy |
3,286
+1,134
| +53% | +$105K | 0.02% | 408 |
|
|
2019
Q3 | $205K | Buy |
+2,152
| New | +$205K | 0.01% | 468 |
|