CAM
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 |
|