Kayne Anderson Rudnick 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 | $1.36K | Buy |
13
+9
| +225% | +$938 | ﹤0.01% | 894 |
|
|
2025
Q1 | $436 | Hold |
4
| – | – | ﹤0.01% | 912 |
|
|
2024
Q4 | $376 | Hold |
4
| – | – | ﹤0.01% | 954 |
|
|
2024
Q3 | $385 | Hold |
4
| – | – | ﹤0.01% | 948 |
|
|
2024
Q2 | $314 | Hold |
4
| – | – | ﹤0.01% | 945 |
|
|
2024
Q1 | $328 | Sell |
4
-53
| -93% | -$4.35K | ﹤0.01% | 931 |
|
|
2023
Q4 | $4.8K | Sell |
57
-146,941
| -100% | -$12.4M | ﹤0.01% | 672 |
|
|
2023
Q3 | $11.8M | Sell |
146,998
-9,256
| -6% | -$746K | 0.03% | 239 |
|
|
2023
Q2 | $13.8M | Sell |
156,254
-2,083
| -1% | -$184K | 0.04% | 231 |
|
|
2023
Q1 | $15M | Buy |
158,337
+2,935
| +2% | +$278K | 0.04% | 218 |
|
|
2022
Q4 | $14.6M | Sell |
155,402
-4,685
| -3% | -$439K | 0.05% | 227 |
|
|
2022
Q3 | $14.3M | Sell |
160,087
-898
| -0.6% | -$80.3K | 0.05% | 216 |
|
|
2022
Q2 | $16.2M | Buy |
160,985
+6,529
| +4% | +$657K | 0.05% | 200 |
|
|
2022
Q1 | $15.4M | Sell |
154,456
-4,134
| -3% | -$413K | 0.04% | 217 |
|
|
2021
Q4 | $15.4M | Buy |
158,590
+285
| +0.2% | +$27.7K | 0.04% | 223 |
|
|
2021
Q3 | $14M | Sell |
158,305
-1,043
| -0.7% | -$92K | 0.03% | 217 |
|
|
2021
Q2 | $14.2M | Sell |
159,348
-1,551
| -1% | -$138K | 0.03% | 221 |
|
|
2021
Q1 | $15.1M | Buy |
160,899
+401
| +0.2% | +$37.5K | 0.04% | 205 |
|
|
2020
Q4 | $14.8M | Sell |
160,498
-6,622
| -4% | -$609K | 0.04% | 206 |
|
|
2020
Q3 | $16.2M | Buy |
167,120
+38,842
| +30% | +$3.76M | 0.06% | 182 |
|
|
2020
Q2 | $11.2M | Sell |
128,278
-5,235
| -4% | -$459K | 0.05% | 186 |
|
|
2020
Q1 | $11.8M | Sell |
133,513
-4,078
| -3% | -$359K | 0.07% | 161 |
|
|
2019
Q4 | $12.7M | Sell |
137,591
-162,203
| -54% | -$15M | 0.06% | 164 |
|
|
2019
Q3 | $28.5M | Sell |
299,794
-120
| -0% | -$11.4K | 0.15% | 116 |
|
|
2019
Q2 | $25M | Sell |
299,914
-2,156
| -0.7% | -$180K | 0.13% | 119 |
|
|
2019
Q1 | $23.9M | Sell |
302,070
-4,250
| -1% | -$336K | 0.14% | 115 |
|
|
2018
Q4 | $21.2M | Sell |
306,320
-75,691
| -20% | -$5.24M | 0.15% | 107 |
|
|
2018
Q3 | $25.5M | Sell |
382,011
-9,588
| -2% | -$640K | 0.15% | 111 |
|
|
2018
Q2 | $25.3M | Sell |
391,599
-11,754
| -3% | -$760K | 0.16% | 109 |
|
|
2018
Q1 | $25.3M | Sell |
403,353
-19,703
| -5% | -$1.24M | 0.19% | 103 |
|
|
2017
Q4 | $28.1M | Sell |
423,056
-10,579
| -2% | -$703K | 0.23% | 99 |
|
|
2017
Q3 | $27.2M | Sell |
433,635
-26,411
| -6% | -$1.66M | 0.25% | 103 |
|
|
2017
Q2 | $28.2M | Sell |
460,046
-61,028
| -12% | -$3.75M | 0.28% | 98 |
|
|
2017
Q1 | $31.6M | Sell |
521,074
-37,340
| -7% | -$2.26M | 0.34% | 84 |
|
|
2016
Q4 | $32.8M | Sell |
558,414
-12,449
| -2% | -$730K | 0.39% | 76 |
|
|
2016
Q3 | $34.2M | Buy |
570,863
+127,099
| +29% | +$7.61M | 0.43% | 71 |
|
|
2016
Q2 | $29M | Sell |
443,764
-6,933
| -2% | -$453K | 0.44% | 61 |
|
|
2016
Q1 | $27.1M | Sell |
450,697
-20,140
| -4% | -$1.21M | 0.44% | 62 |
|
|
2015
Q4 | $24.2M | Buy |
470,837
+21,969
| +5% | +$1.13M | 0.4% | 68 |
|
|
2015
Q3 | $23.4M | Buy |
448,868
+72,828
| +19% | +$3.8M | 0.4% | 66 |
|
|
2015
Q2 | $16.9M | Buy |
376,040
+5,754
| +2% | +$259K | 0.26% | 107 |
|
|
2015
Q1 | $18.3M | Buy |
+370,286
| New | +$18.3M | 0.28% | 93 |
|