Kovitz Investment Group Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-8,447
| Closed | -$968K | – | 1334 |
|
|
2025
Q3 | $968K | Buy |
8,447
+937
| +12% | +$102K | ﹤0.01% | 851 |
|
|
2025
Q2 | $782K | Buy |
7,510
+250
| +3% | +$26.6K | ﹤0.01% | 853 |
|
|
2025
Q1 | $791K | Buy |
7,260
+1,538
| +27% | +$157K | ﹤0.01% | 798 |
|
|
2024
Q4 | $538K | Buy |
5,722
+517
| +10% | +$50.1K | ﹤0.01% | 876 |
|
|
2024
Q3 | $202K | Buy |
+5,205
| New | +$461K | ﹤0.01% | 949 |
|
|
2023
Q1 | – | Sell |
-3,060
| Closed | -$287K | – | 427 |
|
|
2022
Q4 | $287K | Hold |
3,060
| – | – | 0.01% | 363 |
|
|
2022
Q3 | $274K | Buy |
+3,060
| New | +$313K | 0.01% | 365 |
|
|
2022
Q1 | – | Sell |
-2,447
| Closed | -$225K | – | 466 |
|
|
2021
Q4 | $225K | Buy |
+2,447
| New | +$224K | 0.01% | 392 |
|
|
2021
Q2 | – | Sell |
-2,190
| Closed | -$205K | – | 446 |
|
|
2021
Q1 | $205K | Sell |
2,190
-257
| -11% | -$22.4K | ﹤0.01% | 402 |
|
|
2020
Q4 | $225K | Buy |
2,447
+257
| +12% | +$25K | 0.01% | 396 |
|
|
2020
Q3 | $212K | Buy |
+2,190
| New | +$204K | 0.01% | 384 |
|
|
2018
Q1 | – | Sell |
-3,954
| Closed | -$263 | – | 159 |
|
|
2017
Q4 | $263 | Sell |
3,954
-284
| -7% | -$19.1K | 0.01% | 141 |
|
|
2017
Q3 | $266K | Sell |
4,238
-244
| -5% | -$15.6K | 0.01% | 142 |
|
|
2017
Q2 | $275K | Sell |
4,482
-4,430
| -50% | -$274K | 0.01% | 141 |
|
|
2017
Q1 | $540K | Sell |
8,912
-3,933
| -31% | -$232K | 0.03% | 93 |
|
|
2016
Q4 | $753K | Sell |
12,845
-458
| -3% | -$26.3K | 0.04% | 78 |
|
|
2016
Q3 | $797K | Sell |
13,303
-214
| -2% | -$13.4K | 0.05% | 86 |
|
|
2016
Q2 | $883K | Sell |
13,517
-545
| -4% | -$32.8K | 0.06% | 81 |
|
|
2016
Q1 | $845K | Buy |
+14,062
| New | +$787K | 0.05% | 88 |
|
Other funds holding WEC
