F.L. Putnam 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 | $2.22M | Sell |
21,332
-384
| -2% | -$40K | 0.04% | 233 |
|
|
2025
Q1 | $2.37M | Buy |
21,716
+84
| +0.4% | +$9.15K | 0.04% | 224 |
|
|
2024
Q4 | $2.03M | Buy |
21,632
+4,449
| +26% | +$418K | 0.04% | 245 |
|
|
2024
Q3 | $1.97M | Sell |
17,183
-4,083
| -19% | -$468K | 0.04% | 251 |
|
|
2024
Q2 | $1.67M | Buy |
+21,266
| New | +$1.67M | 0.03% | 264 |
|
|
2022
Q1 | – | Sell |
-10,430
| Closed | -$1.01M | – | 426 |
|
|
2021
Q4 | $1.01M | Buy |
10,430
+3,472
| +50% | +$337K | 0.03% | 224 |
|
|
2021
Q3 | $614K | Buy |
6,958
+518
| +8% | +$45.7K | 0.02% | 257 |
|
|
2021
Q2 | $573K | Buy |
6,440
+283
| +5% | +$25.2K | 0.02% | 267 |
|
|
2021
Q1 | $576K | Buy |
6,157
+785
| +15% | +$73.4K | 0.03% | 238 |
|
|
2020
Q4 | $494K | Buy |
5,372
+729
| +16% | +$67K | 0.02% | 228 |
|
|
2020
Q3 | $450K | Buy |
4,643
+710
| +18% | +$68.8K | 0.02% | 213 |
|
|
2020
Q2 | $345K | Buy |
3,933
+1,355
| +53% | +$119K | 0.02% | 237 |
|
|
2020
Q1 | $227K | Buy |
+2,578
| New | +$227K | 0.02% | 261 |
|