Cozad Asset Management’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 | $229K | Hold |
2,194
| – | – | 0.02% | 385 |
|
|
2025
Q1 | $239K | Hold |
2,194
| – | – | 0.02% | 360 |
|
|
2024
Q4 | $206K | Buy |
+2,194
| New | +$206K | 0.02% | 384 |
|
|
2023
Q2 | – | Sell |
-2,154
| Closed | -$204K | – | 394 |
|
|
2023
Q1 | $204K | Hold |
2,154
| – | – | 0.03% | 358 |
|
|
2022
Q4 | $202K | Buy |
+2,154
| New | +$202K | 0.03% | 358 |
|