Essex Investment 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 | $44.8K | Hold |
430
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $46.9K | Hold |
430
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $40.4K | Hold |
430
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $41.4K | Hold |
430
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $33.7K | Hold |
430
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $35.3K | Hold |
430
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $36.2K | Hold |
430
| – | – | 0.01% | 274 |
|
|
2023
Q3 | $34.6K | Hold |
430
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $37.9K | Hold |
430
| – | – | 0.01% | 329 |
|
|
2023
Q1 | $40.8K | Hold |
430
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $40K | Hold |
430
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $38K | Hold |
430
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $43K | Hold |
430
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $43K | Hold |
430
| – | – | 0.01% | 333 |
|
|
2021
Q4 | $42K | Hold |
430
| – | – | ﹤0.01% | 341 |
|
|
2021
Q3 | $38K | Hold |
430
| – | – | ﹤0.01% | 358 |
|
|
2021
Q2 | $38K | Hold |
430
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $40K | Hold |
430
| – | – | ﹤0.01% | 379 |
|
|
2020
Q4 | $40K | Hold |
430
| – | – | 0.01% | 399 |
|
|
2020
Q3 | $42K | Hold |
430
| – | – | 0.01% | 393 |
|
|
2020
Q2 | $38K | Hold |
430
| – | – | 0.01% | 355 |
|
|
2020
Q1 | $38K | Hold |
430
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $40K | Hold |
430
| – | – | ﹤0.01% | 411 |
|
|
2019
Q3 | $41K | Hold |
430
| – | – | 0.01% | 403 |
|
|
2019
Q2 | $36K | Hold |
430
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $34K | Hold |
430
| – | – | 0.01% | 411 |
|
|
2018
Q4 | $30K | Buy |
+430
| New | +$30K | ﹤0.01% | 413 |
|