Bryn Mawr Capital 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
Q1 | – | Sell |
-3,377
| Closed | -$318K | – | 439 |
|
|
2024
Q4 | $318K | Sell |
3,377
-32
| -0.9% | -$3.01K | 0.02% | 342 |
|
|
2024
Q3 | $328K | Sell |
3,409
-1,629
| -32% | -$157K | 0.02% | 338 |
|
|
2024
Q2 | $395K | Sell |
5,038
-161
| -3% | -$12.6K | 0.02% | 304 |
|
|
2024
Q1 | $427K | Buy |
5,199
+65
| +1% | +$5.34K | 0.02% | 303 |
|
|
2023
Q4 | $432K | Sell |
5,134
-438
| -8% | -$36.9K | 0.03% | 292 |
|
|
2023
Q3 | $449K | Sell |
5,572
-47
| -0.8% | -$3.79K | 0.03% | 282 |
|
|
2023
Q2 | $496K | Buy |
5,619
+1,685
| +43% | +$149K | 0.05% | 210 |
|
|
2023
Q1 | $373K | Sell |
3,934
-69
| -2% | -$6.54K | 0.04% | 218 |
|
|
2022
Q4 | $375K | Buy |
+4,003
| New | +$375K | 0.04% | 214 |
|