Beck Bode LLC’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-171,822
| Closed | -$16.1M | – | 134 |
|
|
2024
Q4 | $16.1M | Buy |
171,822
+14,203
| +9% | +$1.33M | 2.95% | 10 |
|
|
2024
Q3 | $15.2M | Buy |
157,619
+9,348
| +6% | +$899K | 2.85% | 14 |
|
|
2024
Q2 | $11.6M | Buy |
+148,271
| New | +$11.6M | 2.34% | 21 |
|
|
2023
Q2 | – | Sell |
-106,049
| Closed | -$10.1M | – | 164 |
|
|
2023
Q1 | $10.1M | Buy |
+106,049
| New | +$10.1M | 2.47% | 9 |
|
|
2022
Q1 | – | Sell |
-88,071
| Closed | -$8.55M | – | 175 |
|
|
2021
Q4 | $8.55M | Buy |
88,071
+5,036
| +6% | +$489K | 2.14% | 21 |
|
|
2021
Q3 | $7.32M | Buy |
83,035
+8,503
| +11% | +$750K | 2.04% | 24 |
|
|
2021
Q2 | $6.63M | Buy |
+74,532
| New | +$6.63M | 1.83% | 25 |
|
|
2020
Q4 | – | Sell |
-985
| Closed | -$95K | – | 279 |
|
|
2020
Q3 | $95K | Buy |
+985
| New | +$95K | 0.03% | 81 |
|