Linden Thomas Advisory Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,214
| Closed | -$691K | – | 472 |
|
|
2023
Q4 | $691K | Buy |
8,214
+583
| +8% | +$49.1K | 0.13% | 295 |
|
|
2023
Q3 | $615K | Buy |
7,631
+494
| +7% | +$39.8K | 0.14% | 301 |
|
|
2023
Q2 | $630K | Buy |
7,137
+1,193
| +20% | +$105K | 0.14% | 278 |
|
|
2023
Q1 | $563K | Buy |
5,944
+1,743
| +41% | +$165K | 0.14% | 265 |
|
|
2022
Q4 | $394K | Buy |
+4,201
| New | +$394K | 0.11% | 276 |
|