ECM
Exchange Capital Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,182
| Closed | -$238K | – | 212 |
|
|
2025
Q1 | $238K | Hold |
2,182
| – | – | 0.04% | 196 |
|
|
2024
Q4 | $205K | Hold |
2,182
| – | – | 0.03% | 208 |
|
|
2024
Q3 | $210K | Buy |
+2,182
| New | +$210K | 0.03% | 191 |
|
|
2023
Q1 | – | Sell |
-2,246
| Closed | -$211K | – | 171 |
|
|
2022
Q4 | $211K | Sell |
2,246
-67
| -3% | -$6.28K | 0.05% | 158 |
|
|
2022
Q3 | $207K | Sell |
2,313
-25
| -1% | -$2.24K | 0.05% | 157 |
|
|
2022
Q2 | $235K | Hold |
2,338
| – | – | 0.05% | 153 |
|
|
2022
Q1 | $233K | Buy |
2,338
+25
| +1% | +$2.49K | 0.04% | 158 |
|
|
2021
Q4 | $225K | Buy |
+2,313
| New | +$225K | 0.04% | 164 |
|
|
2021
Q2 | – | Sell |
-2,182
| Closed | -$204K | – | 164 |
|
|
2021
Q1 | $204K | Hold |
2,182
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $201K | Buy |
+2,182
| New | +$201K | 0.04% | 159 |
|
|
2020
Q1 | – | Sell |
-2,182
| Closed | -$201K | – | 151 |
|
|
2019
Q4 | $201K | Hold |
2,182
| – | – | 0.05% | 147 |
|
|
2019
Q3 | $208K | Buy |
+2,182
| New | +$208K | 0.05% | 147 |
|
|
2018
Q4 | – | Sell |
-2,406
| Closed | -$161K | – | 273 |
|
|
2018
Q3 | $161K | Buy |
2,406
+224
| +10% | +$15K | 0.05% | 131 |
|
|
2018
Q2 | $141K | Buy |
+2,182
| New | +$141K | 0.04% | 135 |
|
|
2014
Q1 | – | Sell |
-159
| Closed | -$7K | – | 253 |
|
|
2013
Q4 | $7K | Buy |
+159
| New | +$7K | ﹤0.01% | 179 |
|