Curi RMB Capital’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 | $1.53M | Buy |
+14,660
| New | +$1.53M | 0.03% | 360 |
|
|
2022
Q1 | – | Sell |
-2,097
| Closed | -$204K | – | 458 |
|
|
2021
Q4 | $204K | Buy |
+2,097
| New | +$204K | 0.01% | 446 |
|
|
2021
Q2 | – | Sell |
-2,432
| Closed | -$228K | – | 477 |
|
|
2021
Q1 | $228K | Hold |
2,432
| – | – | 0.01% | 427 |
|
|
2020
Q4 | $224K | Hold |
2,432
| – | – | 0.01% | 539 |
|
|
2020
Q3 | $236K | Sell |
2,432
-774
| -24% | -$75.1K | 0.01% | 534 |
|
|
2020
Q2 | $281K | Sell |
3,206
-501
| -14% | -$43.9K | 0.01% | 486 |
|
|
2020
Q1 | $327K | Buy |
3,707
+59
| +2% | +$5.2K | 0.02% | 470 |
|
|
2019
Q4 | $337K | Sell |
3,648
-1
| -0% | -$92 | 0.01% | 513 |
|
|
2019
Q3 | $347K | Buy |
3,649
+1,098
| +43% | +$104K | 0.01% | 526 |
|
|
2019
Q2 | $213K | Buy |
+2,551
| New | +$213K | 0.01% | 659 |
|
|
2018
Q3 | – | Sell |
-13,898
| Closed | -$899K | – | 933 |
|
|
2018
Q2 | $899K | Buy |
+13,898
| New | +$899K | 0.02% | 487 |
|
|
2018
Q1 | – | Sell |
-4,497
| Closed | -$299K | – | 952 |
|
|
2017
Q4 | $299K | Buy |
4,497
+538
| +14% | +$35.8K | 0.01% | 698 |
|
|
2017
Q3 | $249K | Buy |
3,959
+480
| +14% | +$30.2K | 0.01% | 600 |
|
|
2017
Q2 | $214K | Buy |
+3,479
| New | +$214K | 0.01% | 633 |
|
|
2016
Q3 | – | Sell |
-3,756
| Closed | -$246K | – | 488 |
|
|
2016
Q2 | $246K | Sell |
3,756
-139
| -4% | -$9.1K | 0.01% | 354 |
|
|
2016
Q1 | $234K | Buy |
+3,895
| New | +$234K | 0.02% | 311 |
|
|
2015
Q4 | – | Sell |
-5,265
| Closed | -$275K | – | 488 |
|
|
2015
Q3 | $275K | Buy |
+5,265
| New | +$275K | 0.02% | 346 |
|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$211K | – | 508 |
|
|
2014
Q4 | $211K | Buy |
+4,000
| New | +$211K | 0.01% | 383 |
|