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Cidel Asset Management’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.9M Buy
200,914
+3,119
+2% +$325K 1.26% 27
2025
Q1
$21.6M Buy
197,795
+50,950
+35% +$5.55M 1.41% 24
2024
Q4
$13.8M Sell
146,845
-42,634
-23% -$4.01M 0.93% 36
2024
Q3
$18.2M Buy
189,479
+756
+0.4% +$72.7K 1.29% 28
2024
Q2
$14.8M Sell
188,723
-81,174
-30% -$6.37M 1.14% 32
2024
Q1
$22.2M Sell
269,897
-1,649
-0.6% -$135K 1.68% 16
2023
Q4
$22.9M Buy
+271,546
New +$22.9M 0.98% 29