Cresset 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 | $1.75M | Sell |
16,778
-251
| -1% | -$26.2K | 0.01% | 595 |
|
|
2025
Q1 | $1.86M | Sell |
17,029
-739
| -4% | -$80.5K | 0.01% | 555 |
|
|
2024
Q4 | $1.67M | Sell |
17,768
-17,690
| -50% | -$1.66M | 0.01% | 592 |
|
|
2024
Q3 | $3.41M | Sell |
35,458
-616
| -2% | -$59.2K | 0.01% | 560 |
|
|
2024
Q2 | $2.83M | Buy |
36,074
+3,236
| +10% | +$254K | 0.01% | 563 |
|
|
2024
Q1 | $2.7M | Buy |
32,838
+8,478
| +35% | +$696K | 0.01% | 508 |
|
|
2023
Q4 | $2.05M | Buy |
24,360
+1,838
| +8% | +$155K | 0.01% | 568 |
|
|
2023
Q3 | $1.81M | Sell |
22,522
-2,080
| -8% | -$168K | 0.01% | 567 |
|
|
2023
Q2 | $2.17M | Buy |
24,602
+22,083
| +877% | +$1.95M | ﹤0.01% | 502 |
|
|
2023
Q1 | $239K | Buy |
+2,519
| New | +$239K | ﹤0.01% | 706 |
|
|
2022
Q3 | – | Sell |
-2,143
| Closed | -$208K | – | 965 |
|
|
2022
Q2 | $208K | Sell |
2,143
-1,373
| -39% | -$133K | ﹤0.01% | 830 |
|
|
2022
Q1 | $350K | Sell |
3,516
-212
| -6% | -$21.1K | ﹤0.01% | 723 |
|
|
2021
Q4 | $362K | Sell |
3,728
-709
| -16% | -$68.8K | ﹤0.01% | 812 |
|
|
2021
Q3 | $391K | Sell |
4,437
-14,552
| -77% | -$1.28M | 0.01% | 719 |
|
|
2021
Q2 | $1.69M | Buy |
18,989
+15,121
| +391% | +$1.34M | 0.02% | 236 |
|
|
2021
Q1 | $362K | Buy |
3,868
+640
| +20% | +$59.9K | 0.01% | 590 |
|
|
2020
Q4 | $297K | Sell |
3,228
-126
| -4% | -$11.6K | ﹤0.01% | 560 |
|
|
2020
Q3 | $326K | Buy |
3,354
+585
| +21% | +$56.9K | 0.01% | 484 |
|
|
2020
Q2 | $243K | Sell |
2,769
-505
| -15% | -$44.3K | 0.01% | 539 |
|
|
2020
Q1 | $289K | Sell |
3,274
-19
| -0.6% | -$1.68K | 0.01% | 405 |
|
|
2019
Q4 | $304K | Buy |
3,293
+665
| +25% | +$61.4K | 0.01% | 424 |
|
|
2019
Q3 | $250K | Buy |
+2,628
| New | +$250K | 0.01% | 434 |
|
|
2019
Q2 | – | Sell |
-1,364
| Closed | -$108K | – | 1705 |
|
|
2019
Q1 | $108K | Buy |
1,364
+514
| +60% | +$40.7K | ﹤0.01% | 530 |
|
|
2018
Q4 | $59K | Buy |
+850
| New | +$59K | ﹤0.01% | 443 |
|