Gotham Asset 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 | $10.1M | Buy |
97,313
+10,017
| +11% | +$1.04M | 0.06% | 470 |
|
|
2025
Q1 | $9.51M | Buy |
87,296
+4,055
| +5% | +$442K | 0.08% | 351 |
|
|
2024
Q4 | $7.83M | Buy |
83,241
+982
| +1% | +$92.3K | 0.07% | 382 |
|
|
2024
Q3 | $7.91M | Buy |
82,259
+15,550
| +23% | +$1.5M | 0.08% | 361 |
|
|
2024
Q2 | $5.23M | Buy |
66,709
+3,136
| +5% | +$246K | 0.07% | 416 |
|
|
2024
Q1 | $5.22M | Buy |
63,573
+25,105
| +65% | +$2.06M | 0.08% | 349 |
|
|
2023
Q4 | $3.24M | Buy |
38,468
+17,655
| +85% | +$1.49M | 0.06% | 438 |
|
|
2023
Q3 | $1.68M | Buy |
20,813
+8,123
| +64% | +$654K | 0.03% | 612 |
|
|
2023
Q2 | $1.12M | Sell |
12,690
-837
| -6% | -$73.9K | 0.02% | 737 |
|
|
2023
Q1 | $1.28M | Buy |
13,527
+2,393
| +21% | +$227K | 0.03% | 667 |
|
|
2022
Q4 | $1.04M | Sell |
11,134
-14
| -0.1% | -$1.31K | 0.03% | 662 |
|
|
2022
Q3 | $997K | Sell |
11,148
-7,620
| -41% | -$681K | 0.03% | 654 |
|
|
2022
Q2 | $1.89M | Buy |
18,768
+13,704
| +271% | +$1.38M | 0.06% | 388 |
|
|
2022
Q1 | $505K | Sell |
5,064
-8,353
| -62% | -$833K | 0.02% | 800 |
|
|
2021
Q4 | $1.3M | Buy |
13,417
+10,148
| +310% | +$985K | 0.04% | 476 |
|
|
2021
Q3 | $288K | Buy |
+3,269
| New | +$288K | 0.01% | 848 |
|
|
2021
Q1 | – | Sell |
-3,290
| Closed | -$303K | – | 1102 |
|
|
2020
Q4 | $303K | Sell |
3,290
-289
| -8% | -$26.6K | 0.01% | 833 |
|
|
2020
Q3 | $347K | Sell |
3,579
-48
| -1% | -$4.65K | 0.01% | 813 |
|
|
2020
Q2 | $318K | Sell |
3,627
-89
| -2% | -$7.8K | 0.01% | 849 |
|
|
2020
Q1 | $327K | Sell |
3,716
-3,918
| -51% | -$345K | 0.01% | 812 |
|
|
2019
Q4 | $704K | Buy |
7,634
+3,993
| +110% | +$368K | 0.01% | 709 |
|
|
2019
Q3 | $346K | Sell |
3,641
-647
| -15% | -$61.5K | 0.01% | 876 |
|
|
2019
Q2 | $357K | Sell |
4,288
-5,255
| -55% | -$438K | 0.01% | 891 |
|
|
2019
Q1 | $755K | Sell |
9,543
-2,426
| -20% | -$192K | 0.01% | 735 |
|
|
2018
Q4 | $829K | Sell |
11,969
-73,340
| -86% | -$5.08M | 0.01% | 668 |
|
|
2018
Q3 | $5.7M | Buy |
85,309
+75,686
| +787% | +$5.05M | 0.08% | 324 |
|
|
2018
Q2 | $622K | Buy |
+9,623
| New | +$622K | 0.01% | 661 |
|
|
2018
Q1 | – | Sell |
-7,215
| Closed | -$479K | – | 1088 |
|
|
2017
Q4 | $479K | Sell |
7,215
-29,452
| -80% | -$1.96M | 0.01% | 719 |
|
|
2017
Q3 | $2.3M | Sell |
36,667
-2,527
| -6% | -$159K | 0.03% | 489 |
|
|
2017
Q2 | $2.41M | Buy |
+39,194
| New | +$2.41M | 0.03% | 486 |
|
|
2016
Q4 | – | Sell |
-20,253
| Closed | -$1.21M | – | 1068 |
|
|
2016
Q3 | $1.21M | Buy |
20,253
+15,012
| +286% | +$899K | 0.02% | 571 |
|
|
2016
Q2 | $342K | Buy |
+5,241
| New | +$342K | ﹤0.01% | 787 |
|
|
2015
Q3 | – | Sell |
-175,445
| Closed | -$7.89M | – | 1055 |
|
|
2015
Q2 | $7.89M | Buy |
175,445
+50,272
| +40% | +$2.26M | 0.07% | 389 |
|
|
2015
Q1 | $6.2M | Buy |
125,173
+73,754
| +143% | +$3.65M | 0.05% | 403 |
|
|
2014
Q4 | $2.71M | Sell |
51,419
-42,621
| -45% | -$2.25M | 0.02% | 488 |
|
|
2014
Q3 | $4.04M | Buy |
+94,040
| New | +$4.04M | 0.04% | 435 |
|