iSAM Funds (UK)’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 | $1.54M | Buy |
+14,740
| New | +$1.54M | 0.34% | 105 |
|
2025
Q1 | – | Sell |
-13,928
| Closed | -$1.31M | – | 432 |
|
2024
Q4 | $1.31M | Buy |
+13,928
| New | +$1.31M | 0.97% | 10 |
|
2023
Q3 | – | Sell |
-22,582
| Closed | -$1.99M | – | 342 |
|
2023
Q2 | $1.99M | Buy |
+22,582
| New | +$1.99M | 1.78% | 4 |
|
2023
Q1 | – | Sell |
-4,792
| Closed | -$449K | – | 209 |
|
2022
Q4 | $449K | Buy |
+4,792
| New | +$449K | 1.35% | 22 |
|