Neo Ivy 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 | – | Sell |
-6,580
| Closed | -$717K | – | 492 |
|
|
2025
Q1 | $717K | Buy |
+6,580
| New | +$717K | 0.23% | 135 |
|
|
2023
Q3 | – | Sell |
-9,513
| Closed | -$839K | – | 466 |
|
|
2023
Q2 | $839K | Buy |
+9,513
| New | +$839K | 0.44% | 81 |
|
|
2022
Q4 | $723K | Buy |
+7,716
| New | +$723K | 0.49% | 77 |
|
|
2022
Q3 | – | Sell |
-2,384
| Closed | -$239K | – | 575 |
|
|
2022
Q2 | $239K | Buy |
+2,384
| New | +$239K | 0.64% | 40 |
|
|
2021
Q4 | – | Sell |
-1,354
| Closed | -$119K | – | 651 |
|
|
2021
Q3 | $119K | Buy |
+1,354
| New | +$119K | 0.14% | 224 |
|
|
2021
Q1 | – | Sell |
-2,371
| Closed | -$218K | – | 635 |
|
|
2020
Q4 | $218K | Buy |
2,371
+800
| +51% | +$73.6K | 0.24% | 148 |
|
|
2020
Q3 | $152K | Buy |
1,571
+217
| +16% | +$21K | 0.15% | 230 |
|
|
2020
Q2 | $119K | Sell |
1,354
-1,015
| -43% | -$89.2K | 0.14% | 224 |
|
|
2020
Q1 | $209K | Buy |
+2,369
| New | +$209K | 0.34% | 105 |
|