Chicago Capital’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 | $587K | Hold |
5,638
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $614K | Hold |
5,638
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $530K | Hold |
5,638
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $542K | Hold |
5,638
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $442K | Hold |
5,638
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $463K | Hold |
5,638
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $475K | Sell |
5,638
-247
| -4% | -$20.8K | 0.02% | 197 |
|
|
2023
Q3 | $474K | Hold |
5,885
| – | – | 0.02% | 153 |
|
|
2023
Q2 | $519K | Hold |
5,885
| – | – | 0.02% | 150 |
|
|
2023
Q1 | $558K | Hold |
5,885
| – | – | 0.03% | 152 |
|
|
2022
Q4 | $552K | Sell |
5,885
-80
| -1% | -$7.5K | 0.03% | 152 |
|
|
2022
Q3 | $533K | Hold |
5,965
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $600K | Hold |
5,965
| – | – | 0.03% | 146 |
|
|
2022
Q1 | $595K | Sell |
5,965
-766
| -11% | -$76.4K | 0.03% | 160 |
|
|
2021
Q4 | $653K | Sell |
6,731
-210
| -3% | -$20.4K | 0.02% | 157 |
|
|
2021
Q3 | $612K | Hold |
6,941
| – | – | 0.02% | 162 |
|
|
2021
Q2 | $617K | Hold |
6,941
| – | – | 0.02% | 162 |
|
|
2021
Q1 | $650K | Hold |
6,941
| – | – | 0.03% | 153 |
|
|
2020
Q4 | $639K | Hold |
6,941
| – | – | 0.03% | 145 |
|
|
2020
Q3 | $673K | Hold |
6,941
| – | – | 0.03% | 136 |
|
|
2020
Q2 | $608K | Hold |
6,941
| – | – | 0.04% | 141 |
|
|
2020
Q1 | $612K | Sell |
6,941
-225
| -3% | -$19.8K | 0.05% | 121 |
|
|
2019
Q4 | $661K | Sell |
7,166
-70
| -1% | -$6.46K | 0.04% | 142 |
|
|
2019
Q3 | $688K | Sell |
7,236
-100
| -1% | -$9.51K | 0.05% | 132 |
|
|
2019
Q2 | $612K | Sell |
7,336
-930
| -11% | -$77.6K | 0.04% | 144 |
|
|
2019
Q1 | $654K | Sell |
8,266
-1,433
| -15% | -$113K | 0.04% | 132 |
|
|
2018
Q4 | $672K | Buy |
9,699
+349
| +4% | +$24.2K | 0.05% | 118 |
|
|
2018
Q3 | $624K | Buy |
9,350
+27
| +0.3% | +$1.8K | 0.04% | 132 |
|
|
2018
Q2 | $603K | Buy |
9,323
+3,005
| +48% | +$194K | 0.05% | 138 |
|
|
2018
Q1 | $396K | Buy |
+6,318
| New | +$396K | 0.05% | 120 |
|