Leeward Investments’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
$11M Sell
105,430
-18,946
-15% -$1.97M 0.58% 70
2025
Q1
$13.6M Sell
124,376
-18,686
-13% -$2.04M 0.72% 58
2024
Q4
$13.5M Sell
143,062
-4,162
-3% -$391K 0.67% 58
2024
Q3
$14.2M Sell
147,224
-9,371
-6% -$901K 0.66% 57
2024
Q2
$12.3M Sell
156,595
-7,090
-4% -$556K 0.56% 83
2024
Q1
$13.4M Buy
163,685
+6,288
+4% +$516K 0.6% 77
2023
Q4
$13.2M Sell
157,397
-4,247
-3% -$357K 0.62% 76
2023
Q3
$13M Sell
161,644
-1,773
-1% -$143K 0.67% 65
2023
Q2
$14.4M Sell
163,417
-11,598
-7% -$1.02M 0.68% 62
2023
Q1
$16.6M Sell
175,015
-3,042
-2% -$288K 0.76% 45
2022
Q4
$16.7M Sell
178,057
-3,036
-2% -$285K 0.74% 53
2022
Q3
$16.2M Buy
181,093
+8,744
+5% +$782K 0.77% 45
2022
Q2
$17.3M Sell
172,349
-1,477
-0.8% -$149K 0.79% 43
2022
Q1
$17.4M Buy
+173,826
New +$17.4M 0.69% 56