Matthew Hamilton Rosenberg’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Hold |
252
| – | – | 0.01% | 522 |
|
|
2025
Q1 | $27.5K | Buy |
252
+22
| +10% | +$2.4K | 0.01% | 498 |
|
|
2024
Q4 | $21.6K | Hold |
230
| – | – | 0.01% | 529 |
|
|
2024
Q3 | $22.1K | Hold |
230
| – | – | 0.01% | 537 |
|
|
2024
Q2 | $17.9K | Sell |
230
-571
| -71% | -$44.4K | 0.01% | 536 |
|
|
2024
Q1 | $65.3K | Sell |
801
-25
| -3% | -$2.04K | 0.02% | 384 |
|
|
2023
Q4 | $69.5K | Buy |
826
+20
| +2% | +$1.68K | 0.02% | 377 |
|
|
2023
Q3 | $64.9K | Buy |
806
+110
| +16% | +$8.86K | 0.02% | 370 |
|
|
2023
Q2 | $61.4K | Sell |
696
-187
| -21% | -$16.5K | 0.02% | 394 |
|
|
2023
Q1 | $83.7K | Hold |
883
| – | – | 0.03% | 349 |
|
|
2022
Q4 | $82.8K | Hold |
883
| – | – | 0.03% | 350 |
|
|
2022
Q3 | $79K | Sell |
883
-66
| -7% | -$5.91K | 0.03% | 335 |
|
|
2022
Q2 | $97K | Buy |
949
+45
| +5% | +$4.6K | 0.04% | 303 |
|
|
2022
Q1 | $90K | Buy |
904
+412
| +84% | +$41K | 0.03% | 331 |
|
|
2021
Q4 | $48K | Buy |
492
+68
| +16% | +$6.63K | 0.02% | 423 |
|
|
2021
Q3 | $37K | Sell |
424
-235
| -36% | -$20.5K | 0.01% | 438 |
|
|
2021
Q2 | $59K | Hold |
659
| – | – | 0.03% | 337 |
|
|
2021
Q1 | $62K | Hold |
659
| – | – | 0.04% | 322 |
|
|
2020
Q4 | $61K | Buy |
659
+400
| +154% | +$37K | 0.04% | 307 |
|
|
2020
Q3 | $25K | Hold |
259
| – | – | 0.02% | 377 |
|
|
2020
Q2 | $23K | Buy |
+259
| New | +$23K | 0.02% | 406 |
|