Machina Capital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,368
| Closed | -$1.13M | – | 368 |
|
|
2024
Q2 | $1.13M | Buy |
14,368
+3,835
| +36% | +$301K | 0.51% | 69 |
|
|
2024
Q1 | $865K | Buy |
+10,533
| New | +$865K | 0.46% | 81 |
|
|
2023
Q3 | – | Sell |
-4,645
| Closed | -$410K | – | 368 |
|
|
2023
Q2 | $410K | Buy |
+4,645
| New | +$410K | 0.23% | 169 |
|
|
2023
Q1 | – | Sell |
-7,728
| Closed | -$725K | – | 522 |
|
|
2022
Q4 | $725K | Buy |
7,728
+5,454
| +240% | +$511K | 1.34% | 10 |
|
|
2022
Q3 | $203K | Buy |
+2,274
| New | +$203K | 0.43% | 133 |
|
|
2022
Q2 | – | Sell |
-2,026
| Closed | -$202K | – | 183 |
|
|
2022
Q1 | $202K | Buy |
+2,026
| New | +$202K | 0.44% | 127 |
|
|
2020
Q1 | – | Sell |
-7,350
| Closed | -$678K | – | 301 |
|
|
2019
Q4 | $678K | Buy |
+7,350
| New | +$678K | 0.27% | 149 |
|