GW&K 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 | $77K | Buy |
739
+114
| +18% | +$11.9K | ﹤0.01% | 452 |
|
|
2025
Q1 | $68K | Buy |
625
+5
| +0.8% | +$544 | ﹤0.01% | 442 |
|
|
2024
Q4 | $58K | Buy |
620
+1
| +0.2% | +$94 | ﹤0.01% | 458 |
|
|
2024
Q3 | $60K | Buy |
619
+2
| +0.3% | +$194 | ﹤0.01% | 447 |
|
|
2024
Q2 | $48K | Buy |
617
+64
| +12% | +$4.98K | ﹤0.01% | 447 |
|
|
2024
Q1 | $45K | Sell |
553
-2
| -0.4% | -$163 | ﹤0.01% | 443 |
|
|
2023
Q4 | $47K | Buy |
555
+1
| +0.2% | +$85 | ﹤0.01% | 414 |
|
|
2023
Q3 | $45K | Buy |
554
+5
| +0.9% | +$406 | ﹤0.01% | 403 |
|
|
2023
Q2 | $48K | Buy |
549
+99
| +22% | +$8.66K | ﹤0.01% | 383 |
|
|
2023
Q1 | $43K | Buy |
+450
| New | +$43K | ﹤0.01% | 353 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$5K | – | 820 |
|
|
2022
Q2 | $5K | Buy |
51
+23
| +82% | +$2.26K | ﹤0.01% | 618 |
|
|
2022
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 665 |
|