Clarius Group LLC’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 | $410K | Sell |
3,936
-127
| -3% | -$13.2K | 0.02% | 289 |
|
|
2025
Q1 | $443K | Buy |
+4,063
| New | +$443K | 0.03% | 264 |
|
|
2024
Q1 | – | Sell |
-2,617
| Closed | -$220K | – | 500 |
|
|
2023
Q4 | $220K | Sell |
2,617
-291
| -10% | -$24.5K | 0.02% | 434 |
|
|
2023
Q3 | $234K | Sell |
2,908
-769
| -21% | -$61.9K | 0.02% | 397 |
|
|
2023
Q2 | $324K | Buy |
3,677
+2
| +0.1% | +$176 | 0.03% | 364 |
|
|
2023
Q1 | $348K | Buy |
3,675
+137
| +4% | +$13K | 0.03% | 342 |
|
|
2022
Q4 | $332K | Buy |
3,538
+469
| +15% | +$44K | 0.03% | 354 |
|
|
2022
Q3 | $274K | Buy |
3,069
+225
| +8% | +$20.1K | 0.03% | 371 |
|
|
2022
Q2 | $286K | Hold |
2,844
| – | – | 0.03% | 351 |
|
|
2022
Q1 | $276K | Hold |
2,844
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $276K | Buy |
2,844
+191
| +7% | +$18.5K | 0.02% | 384 |
|
|
2021
Q3 | $234K | Sell |
2,653
-94
| -3% | -$8.29K | 0.02% | 377 |
|
|
2021
Q2 | $244K | Buy |
2,747
+88
| +3% | +$7.82K | 0.02% | 357 |
|
|
2021
Q1 | $249K | Sell |
2,659
-317
| -11% | -$29.7K | 0.02% | 321 |
|
|
2020
Q4 | $274K | Buy |
2,976
+305
| +11% | +$28.1K | 0.03% | 277 |
|
|
2020
Q3 | $259K | Buy |
2,671
+229
| +9% | +$22.2K | 0.03% | 233 |
|
|
2020
Q2 | $214K | Buy |
2,442
+55
| +2% | +$4.82K | 0.03% | 262 |
|
|
2020
Q1 | $210K | Buy |
+2,387
| New | +$210K | 0.04% | 235 |
|