Jim Simons’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 | – | Sell |
-3,400
| Closed | -$371K | – | 3945 |
|
|
2025
Q1 | $371K | Buy |
+3,400
| New | +$371K | ﹤0.01% | 2850 |
|
|
2024
Q3 | – | Sell |
-632,184
| Closed | -$49.6M | – | 3938 |
|
|
2024
Q2 | $49.6M | Sell |
632,184
-37,391
| -6% | -$2.93M | 0.08% | 294 |
|
|
2024
Q1 | $55M | Buy |
669,575
+394,800
| +144% | +$32.4M | 0.09% | 287 |
|
|
2023
Q4 | $23.1M | Buy |
+274,775
| New | +$23.1M | 0.04% | 556 |
|
|
2023
Q3 | – | Sell |
-22,302
| Closed | -$1.97M | – | 4161 |
|
|
2023
Q2 | $1.97M | Sell |
22,302
-228,400
| -91% | -$20.2M | ﹤0.01% | 2008 |
|
|
2023
Q1 | $23.8M | Sell |
250,702
-48,000
| -16% | -$4.55M | 0.03% | 627 |
|
|
2022
Q4 | $28M | Sell |
298,702
-322,575
| -52% | -$30.2M | 0.04% | 561 |
|
|
2022
Q3 | $55.6M | Sell |
621,277
-685,900
| -52% | -$61.3M | 0.08% | 293 |
|
|
2022
Q2 | $132M | Sell |
1,307,177
-12,900
| -1% | -$1.3M | 0.16% | 138 |
|
|
2022
Q1 | $132M | Buy |
1,320,077
+1,121,075
| +563% | +$112M | 0.15% | 133 |
|
|
2021
Q4 | $19.3M | Sell |
199,002
-325,475
| -62% | -$31.6M | 0.02% | 735 |
|
|
2021
Q3 | $46.3M | Buy |
524,477
+307,300
| +141% | +$27.1M | 0.06% | 333 |
|
|
2021
Q2 | $19.3M | Buy |
+217,177
| New | +$19.3M | 0.02% | 778 |
|
|
2020
Q3 | – | Sell |
-226,975
| Closed | -$19.9M | – | 3732 |
|
|
2020
Q2 | $19.9M | Sell |
226,975
-743,415
| -77% | -$65.2M | 0.02% | 817 |
|
|
2020
Q1 | $85.5M | Buy |
970,390
+25,396
| +3% | +$2.24M | 0.08% | 245 |
|
|
2019
Q4 | $87.2M | Sell |
944,994
-1,469,927
| -61% | -$136M | 0.07% | 322 |
|
|
2019
Q3 | $230M | Sell |
2,414,921
-1,040,881
| -30% | -$99M | 0.19% | 108 |
|
|
2019
Q2 | $288M | Sell |
3,455,802
-637,500
| -16% | -$53.1M | 0.25% | 78 |
|
|
2019
Q1 | $324M | Sell |
4,093,302
-367,500
| -8% | -$29.1M | 0.29% | 59 |
|
|
2018
Q4 | $309M | Buy |
4,460,802
+587,400
| +15% | +$40.7M | 0.34% | 47 |
|
|
2018
Q3 | $259M | Buy |
3,873,402
+753,600
| +24% | +$50.3M | 0.27% | 64 |
|
|
2018
Q2 | $202M | Sell |
3,119,802
-33,700
| -1% | -$2.18M | 0.22% | 78 |
|
|
2018
Q1 | $198M | Buy |
3,153,502
+368,700
| +13% | +$23.1M | 0.22% | 86 |
|
|
2017
Q4 | $185M | Buy |
2,784,802
+700,200
| +34% | +$46.5M | 0.2% | 90 |
|
|
2017
Q3 | $131M | Buy |
2,084,602
+299,800
| +17% | +$18.8M | 0.15% | 139 |
|
|
2017
Q2 | $110M | Buy |
1,784,802
+269,900
| +18% | +$16.6M | 0.14% | 152 |
|
|
2017
Q1 | $91.8M | Buy |
1,514,902
+624,400
| +70% | +$37.9M | 0.13% | 167 |
|
|
2016
Q4 | $52.2M | Buy |
890,502
+491,800
| +123% | +$28.8M | 0.08% | 315 |
|
|
2016
Q3 | $23.9M | Buy |
+398,702
| New | +$23.9M | 0.04% | 601 |
|
|
2016
Q2 | – | Sell |
-232,402
| Closed | -$14M | – | 3527 |
|
|
2016
Q1 | $14M | Buy |
232,402
+202,900
| +688% | +$12.2M | 0.03% | 903 |
|
|
2015
Q4 | $1.51M | Sell |
29,502
-203,375
| -87% | -$10.4M | ﹤0.01% | 2277 |
|
|
2015
Q3 | $12.2M | Sell |
232,877
-217,527
| -48% | -$11.4M | 0.03% | 813 |
|
|
2015
Q2 | $20.3M | Buy |
+450,404
| New | +$20.3M | 0.05% | 533 |
|
|
2015
Q1 | – | Sell |
-140,000
| Closed | -$7.38M | – | 3369 |
|
|
2014
Q4 | $7.38M | Sell |
140,000
-110,700
| -44% | -$5.84M | 0.02% | 1054 |
|
|
2014
Q3 | $10.8M | Sell |
250,700
-32,452
| -11% | -$1.4M | 0.03% | 715 |
|
|
2014
Q2 | $13.3M | Buy |
+283,152
| New | +$13.3M | 0.03% | 684 |
|