Capital Management’s WEC Energy WEC Stock Holding History

Capital Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$252K	Hold
2025 Q2	$229K	Hold
2025 Q1	$240K	Hold
2024 Q4	$207K	Hold
2024 Q3	$212K	Buy
2023 Q2	–	Sell
2023 Q1	$209K	Hold
2022 Q4	$206K	Buy
2022 Q3	–	Sell
2022 Q2	$221K	Hold
2022 Q1	$220K	Hold
2021 Q4	$214K	Buy
2021 Q2	–	Sell
2021 Q1	$206K	Hold
2020 Q4	$202K	Sell
2020 Q3	$361K	Hold
2020 Q2	$326K	Hold
2020 Q1	$328K	Hold
2019 Q4	$343K	Hold
2019 Q3	$354K	Hold
2019 Q2	$310K	Hold
2019 Q1	$294K	Hold
2018 Q4	$258K	Hold
2018 Q3	$248K	Hold
2018 Q2	$241K	Hold
2018 Q1	$233K	Hold
2017 Q4	$247K	Hold
2017 Q3	$234K	Hold
2017 Q2	$228K	Hold
2017 Q1	$226K	Hold
2016 Q4	$218K	Hold
2016 Q3	$223K	Hold
2016 Q2	$243K	Hold
2016 Q1	$224K	Buy