ClearBridge Investments (Australia)’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 | $246M | Buy |
2,364,236
+12,581
| +0.5% | +$1.31M | 5.4% | 7 |
|
|
2025
Q1 | $256M | Buy |
2,351,655
+399,893
| +20% | +$43.6M | 6.65% | 4 |
|
|
2024
Q4 | $184M | Buy |
1,951,762
+85,569
| +5% | +$8.05M | 4.81% | 9 |
|
|
2024
Q3 | $179M | Buy |
+1,866,193
| New | +$179M | 4.49% | 11 |
|
|
2020
Q2 | – | Sell |
-2,513
| Closed | -$221K | – | 58 |
|
|
2020
Q1 | $221K | Buy |
2,513
+70
| +3% | +$6.16K | 0.02% | 28 |
|
|
2019
Q4 | $222K | Sell |
2,443
-103
| -4% | -$9.36K | 0.01% | 30 |
|
|
2019
Q3 | $243K | Sell |
2,546
-55
| -2% | -$5.25K | 0.02% | 28 |
|
|
2019
Q2 | $217K | Buy |
+2,601
| New | +$217K | 0.02% | 28 |
|
|
2018
Q3 | – | Sell |
-4,639
| Closed | -$300K | – | 59 |
|
|
2018
Q2 | $300K | Buy |
4,639
+947
| +26% | +$61.2K | 0.02% | 30 |
|
|
2018
Q1 | $232K | Buy |
3,692
+347
| +10% | +$21.8K | 0.02% | 31 |
|
|
2017
Q4 | $223K | Buy |
3,345
+213
| +7% | +$14.2K | 0.02% | 31 |
|
|
2017
Q3 | $197K | Buy |
3,132
+2,627
| +520% | +$165K | 0.01% | 32 |
|
|
2017
Q2 | $31K | Buy |
+505
| New | +$31K | ﹤0.01% | 33 |
|