Freedom 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 | $302K | Sell |
2,896
-648
| -18% | -$67.5K | 0.02% | 585 |
|
|
2025
Q1 | $386K | Sell |
3,544
-100
| -3% | -$10.9K | 0.03% | 501 |
|
|
2024
Q4 | $343K | Sell |
3,644
-432
| -11% | -$40.6K | 0.03% | 548 |
|
|
2024
Q3 | $392K | Sell |
4,076
-282
| -6% | -$27.1K | 0.03% | 504 |
|
|
2024
Q2 | $342K | Sell |
4,358
-198
| -4% | -$15.5K | 0.03% | 545 |
|
|
2024
Q1 | $374K | Sell |
4,556
-206
| -4% | -$16.9K | 0.03% | 521 |
|
|
2023
Q4 | $401K | Sell |
4,762
-287
| -6% | -$24.2K | 0.03% | 491 |
|
|
2023
Q3 | $407K | Sell |
5,049
-377
| -7% | -$30.4K | 0.05% | 419 |
|
|
2023
Q2 | $479K | Sell |
5,426
-711
| -12% | -$62.7K | 0.05% | 405 |
|
|
2023
Q1 | $582K | Buy |
6,137
+58
| +1% | +$5.5K | 0.07% | 362 |
|
|
2022
Q4 | $570K | Sell |
6,079
-388
| -6% | -$36.4K | 0.06% | 373 |
|
|
2022
Q3 | $578K | Sell |
6,467
-86
| -1% | -$7.69K | 0.07% | 372 |
|
|
2022
Q2 | $660K | Sell |
6,553
-1,742
| -21% | -$175K | 0.07% | 356 |
|
|
2022
Q1 | $828K | Buy |
8,295
+572
| +7% | +$57.1K | 0.07% | 337 |
|
|
2021
Q4 | $750K | Sell |
7,723
-197
| -2% | -$19.1K | 0.05% | 426 |
|
|
2021
Q3 | $699K | Buy |
7,920
+261
| +3% | +$23K | 0.05% | 413 |
|
|
2021
Q2 | $681K | Buy |
7,659
+1,516
| +25% | +$135K | 0.05% | 437 |
|
|
2021
Q1 | $575K | Buy |
+6,143
| New | +$575K | 0.04% | 474 |
|
|
2018
Q2 | – | Sell |
-21,041
| Closed | -$1.32M | – | 1150 |
|
|
2018
Q1 | $1.32M | Buy |
21,041
+3,237
| +18% | +$203K | 0.07% | 288 |
|
|
2017
Q4 | $1.18M | Sell |
17,804
-1,454
| -8% | -$96.6K | 0.06% | 300 |
|
|
2017
Q3 | $1.21M | Buy |
19,258
+1,782
| +10% | +$112K | 0.07% | 274 |
|
|
2017
Q2 | $1.07M | Sell |
17,476
-74
| -0.4% | -$4.54K | 0.06% | 282 |
|
|
2017
Q1 | $1.06M | Buy |
17,550
+1,038
| +6% | +$62.9K | 0.06% | 279 |
|
|
2016
Q4 | $968K | Sell |
16,512
-14,224
| -46% | -$834K | 0.06% | 251 |
|
|
2016
Q3 | $1.84M | Buy |
30,736
+4,878
| +19% | +$292K | 0.12% | 106 |
|
|
2016
Q2 | $1.69M | Buy |
25,858
+4,176
| +19% | +$273K | 0.12% | 105 |
|
|
2016
Q1 | $1.3M | Buy |
21,682
+1,031
| +5% | +$61.9K | 0.09% | 159 |
|
|
2015
Q4 | $1.06M | Buy |
20,651
+5,011
| +32% | +$257K | 0.08% | 206 |
|
|
2015
Q3 | $780K | Buy |
+15,640
| New | +$780K | 0.08% | 215 |
|