Bessemer Securities’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,300
| Closed | -$266K | – | 118 |
|
|
2023
Q3 | $266K | Sell |
3,300
-1,250
| -27% | -$101K | 0.37% | 99 |
|
|
2023
Q2 | $401K | Sell |
4,550
-500
| -10% | -$44.1K | 0.27% | 112 |
|
|
2023
Q1 | $479K | Hold |
5,050
| – | – | 0.22% | 115 |
|
|
2022
Q4 | $473K | Buy |
+5,050
| New | +$473K | 0.21% | 114 |
|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$212K | – | 113 |
|
|
2019
Q4 | $212K | Buy |
+2,300
| New | +$212K | 0.08% | 103 |
|
|
2015
Q2 | – | Sell |
-43,428
| Closed | -$2.15M | – | 94 |
|
|
2015
Q1 | $2.15M | Hold |
43,428
| – | – | 0.74% | 37 |
|
|
2014
Q4 | $2.29M | Buy |
43,428
+12,418
| +40% | +$655K | 0.79% | 29 |
|
|
2014
Q3 | $1.33M | Buy |
+31,010
| New | +$1.33M | 0.66% | 47 |
|