Bridges 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 | $668K | Buy |
6,406
+41
| +0.6% | +$4.27K | 0.01% | 267 |
|
|
2025
Q1 | $694K | Buy |
6,365
+40
| +0.6% | +$4.36K | 0.01% | 262 |
|
|
2024
Q4 | $595K | Sell |
6,325
-29
| -0.5% | -$2.73K | 0.01% | 265 |
|
|
2024
Q3 | $611K | Buy |
6,354
+29
| +0.5% | +$2.79K | 0.01% | 259 |
|
|
2024
Q2 | $496K | Buy |
6,325
+325
| +5% | +$25.5K | 0.01% | 272 |
|
|
2024
Q1 | $493K | Hold |
6,000
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $505K | Hold |
6,000
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $483K | Hold |
6,000
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $529K | Hold |
6,000
| – | – | 0.02% | 164 |
|
|
2023
Q1 | $569K | Hold |
6,000
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $563K | Hold |
6,000
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $537K | Hold |
6,000
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $603K | Hold |
6,000
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $599K | Sell |
6,000
-700
| -10% | -$69.9K | 0.02% | 172 |
|
|
2021
Q4 | $650K | Sell |
6,700
-500
| -7% | -$48.5K | 0.02% | 170 |
|
|
2021
Q3 | $635K | Hold |
7,200
| – | – | 0.02% | 163 |
|
|
2021
Q2 | $641K | Hold |
7,200
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $674K | Sell |
7,200
-1,630
| -18% | -$153K | 0.02% | 158 |
|
|
2020
Q4 | $812K | Sell |
8,830
-139
| -2% | -$12.8K | 0.03% | 146 |
|
|
2020
Q3 | $870K | Sell |
8,969
-483
| -5% | -$46.9K | 0.03% | 143 |
|
|
2020
Q2 | $828K | Hold |
9,452
| – | – | 0.03% | 143 |
|
|
2020
Q1 | $832K | Sell |
9,452
-1,262
| -12% | -$111K | 0.04% | 143 |
|
|
2019
Q4 | $988K | Hold |
10,714
| – | – | 0.04% | 157 |
|
|
2019
Q3 | $1.02M | Hold |
10,714
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $893K | Sell |
10,714
-200
| -2% | -$16.7K | 0.03% | 211 |
|
|
2019
Q1 | $863K | Sell |
10,914
-300
| -3% | -$23.7K | 0.04% | 209 |
|
|
2018
Q4 | $777K | Sell |
11,214
-265
| -2% | -$18.4K | 0.04% | 206 |
|
|
2018
Q3 | $766K | Hold |
11,479
| – | – | 0.04% | 179 |
|
|
2018
Q2 | $743K | Sell |
11,479
-300
| -3% | -$19.4K | 0.03% | 182 |
|
|
2018
Q1 | $738K | Buy |
11,779
+260
| +2% | +$16.3K | 0.03% | 175 |
|
|
2017
Q4 | $765K | Buy |
11,519
+1,635
| +17% | +$109K | 0.06% | 125 |
|
|
2017
Q3 | $620K | Buy |
9,884
+3,562
| +56% | +$223K | 0.06% | 111 |
|
|
2017
Q2 | $388K | Hold |
6,322
| – | – | 0.05% | 107 |
|
|
2017
Q1 | $383K | Sell |
6,322
-2,062
| -25% | -$125K | 0.05% | 107 |
|
|
2016
Q4 | $491K | Sell |
8,384
-459
| -5% | -$26.9K | 0.07% | 103 |
|
|
2016
Q3 | $530K | Hold |
8,843
| – | – | 0.09% | 97 |
|
|
2016
Q2 | $578K | Buy |
8,843
+2,062
| +30% | +$135K | 0.1% | 98 |
|
|
2016
Q1 | $407K | Hold |
6,781
| – | – | 0.07% | 101 |
|
|
2015
Q4 | $348K | Buy |
6,781
+678
| +11% | +$34.8K | 0.06% | 106 |
|
|
2015
Q3 | $274K | Hold |
6,103
| – | – | 0.05% | 125 |
|
|
2015
Q2 | $274K | Buy |
6,103
+203
| +3% | +$9.11K | 0.05% | 125 |
|
|
2015
Q1 | $292K | Hold |
5,900
| – | – | 0.05% | 125 |
|
|
2014
Q4 | $311K | Hold |
5,900
| – | – | 0.06% | 121 |
|
|
2014
Q3 | $254K | Buy |
+5,900
| New | +$254K | 0.05% | 125 |
|