Logan 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 | $1.6K | Hold |
15
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $1.66K | Hold |
15
| – | – | ﹤0.01% | 490 |
|
|
2024
Q4 | $1.42K | Buy |
+15
| New | +$1.42K | ﹤0.01% | 469 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$758 | – | 503 |
|
|
2023
Q4 | $758 | Sell |
9
-9
| -50% | -$758 | ﹤0.01% | 484 |
|
|
2023
Q3 | $1.45K | Hold |
18
| – | – | ﹤0.01% | 463 |
|
|
2023
Q2 | $1.59K | Hold |
18
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $1.71K | Hold |
18
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $1.69K | Hold |
18
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $2K | Sell |
18
-33
| -65% | -$3.67K | ﹤0.01% | 511 |
|
|
2022
Q1 | $5K | Buy |
51
+18
| +55% | +$1.77K | ﹤0.01% | 474 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 498 |
|
|
2021
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 476 |
|