Loomis, Sayles & Company’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 | $86.1K | Buy |
+826
| New | +$86.1K | ﹤0.01% | 579 |
|
|
2024
Q4 | – | Sell |
-826
| Closed | -$79K | – | 786 |
|
|
2024
Q3 | $79K | Buy |
826
+67
| +9% | +$6.41K | ﹤0.01% | 580 |
|
|
2024
Q2 | $60K | Buy |
759
+250
| +49% | +$19.8K | ﹤0.01% | 610 |
|
|
2024
Q1 | $42K | Sell |
509
-125
| -20% | -$10.3K | ﹤0.01% | 634 |
|
|
2023
Q4 | $53K | Buy |
634
+490
| +340% | +$41K | ﹤0.01% | 601 |
|
|
2023
Q3 | $12K | Sell |
144
-32
| -18% | -$2.67K | ﹤0.01% | 746 |
|
|
2023
Q2 | $16K | Sell |
176
-350
| -67% | -$31.8K | ﹤0.01% | 702 |
|
|
2023
Q1 | $50K | Buy |
526
+190
| +57% | +$18.1K | ﹤0.01% | 623 |
|
|
2022
Q4 | $32K | Buy |
336
+320
| +2,000% | +$30.5K | ﹤0.01% | 685 |
|
|
2022
Q3 | $1K | Sell |
16
-2
| -11% | -$125 | ﹤0.01% | 933 |
|
|
2022
Q2 | $2K | Sell |
18
-12
| -40% | -$1.33K | ﹤0.01% | 897 |
|
|
2022
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 908 |
|
|
2020
Q3 | – | Sell |
-131
| Closed | -$11K | – | 734 |
|
|
2020
Q2 | $11K | Sell |
131
-8
| -6% | -$672 | ﹤0.01% | 651 |
|
|
2020
Q1 | $12K | Buy |
+139
| New | +$12K | ﹤0.01% | 668 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$12K | – | 1132 |
|
|
2016
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 796 |
|