Empirical Finance’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 | $1.16M | Buy |
11,117
+74
| +0.7% | +$7.71K | 0.06% | 265 |
|
|
2025
Q1 | $1.2M | Buy |
11,043
+297
| +3% | +$32.4K | 0.07% | 245 |
|
|
2024
Q4 | $1.01M | Sell |
10,746
-138
| -1% | -$13K | 0.06% | 271 |
|
|
2024
Q3 | $1.05M | Buy |
10,884
+229
| +2% | +$22K | 0.06% | 266 |
|
|
2024
Q2 | $836K | Sell |
10,655
-734
| -6% | -$57.6K | 0.05% | 299 |
|
|
2024
Q1 | $935K | Buy |
11,389
+384
| +3% | +$31.5K | 0.06% | 290 |
|
|
2023
Q4 | $926K | Buy |
11,005
+79
| +0.7% | +$6.65K | 0.06% | 271 |
|
|
2023
Q3 | $880K | Buy |
10,926
+1,005
| +10% | +$81K | 0.06% | 261 |
|
|
2023
Q2 | $875K | Buy |
9,921
+1,154
| +13% | +$102K | 0.07% | 262 |
|
|
2023
Q1 | $831K | Buy |
8,767
+447
| +5% | +$42.4K | 0.08% | 251 |
|
|
2022
Q4 | $780K | Buy |
8,320
+641
| +8% | +$60.1K | 0.08% | 250 |
|
|
2022
Q3 | $687K | Buy |
7,679
+1,256
| +20% | +$112K | 0.08% | 238 |
|
|
2022
Q2 | $646K | Buy |
6,423
+342
| +6% | +$34.4K | 0.08% | 230 |
|
|
2022
Q1 | $607K | Buy |
6,081
+674
| +12% | +$67.3K | 0.07% | 266 |
|
|
2021
Q4 | $525K | Buy |
5,407
+1,455
| +37% | +$141K | 0.06% | 285 |
|
|
2021
Q3 | $349K | Buy |
3,952
+220
| +6% | +$19.4K | 0.05% | 323 |
|
|
2021
Q2 | $332K | Buy |
3,732
+559
| +18% | +$49.7K | 0.05% | 312 |
|
|
2021
Q1 | $292K | Hold |
3,173
| – | – | 0.05% | 271 |
|
|
2020
Q4 | $292K | Buy |
3,173
+557
| +21% | +$51.3K | 0.05% | 271 |
|
|
2020
Q3 | $253K | Buy |
+2,616
| New | +$253K | 0.05% | 241 |
|
|
2017
Q1 | – | Sell |
-138
| Closed | -$9K | – | 572 |
|
|
2016
Q4 | $9K | Buy |
+138
| New | +$9K | 0.01% | 411 |
|