Liberty Capital 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 | $276K | Buy |
2,649
+97
| +4% | +$10.1K | 0.06% | 146 |
|
|
2025
Q1 | $278K | Buy |
2,552
+66
| +3% | +$7.19K | 0.06% | 141 |
|
|
2024
Q4 | $234K | Hold |
2,486
| – | – | 0.05% | 150 |
|
|
2024
Q3 | $239K | Buy |
+2,486
| New | +$239K | 0.05% | 146 |
|
|
2018
Q1 | – | Sell |
-1,385
| Closed | -$88K | – | 240 |
|
|
2017
Q4 | $88K | Hold |
1,385
| – | – | 0.05% | 148 |
|
|
2017
Q3 | $93K | Sell |
1,385
-78
| -5% | -$5.24K | 0.05% | 150 |
|
|
2017
Q2 | $89K | Buy |
1,463
+85
| +6% | +$5.17K | 0.05% | 144 |
|
|
2017
Q1 | $84K | Hold |
1,378
| – | – | 0.05% | 139 |
|
|
2016
Q4 | $82K | Hold |
1,378
| – | – | 0.05% | 136 |
|
|
2016
Q3 | $79K | Buy |
+1,378
| New | +$79K | 0.05% | 135 |
|