NIM
NEOS Investment Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
25,400
+5,349
| +27% | +$557K | 0.03% | 328 |
|
|
2025
Q1 | $2.19M | Buy |
20,051
+3,759
| +23% | +$410K | 0.04% | 318 |
|
|
2024
Q4 | $1.53M | Buy |
16,292
+3,728
| +30% | +$351K | 0.04% | 337 |
|
|
2024
Q3 | $1.21M | Buy |
12,564
+2,436
| +24% | +$234K | 0.04% | 340 |
|
|
2024
Q2 | $795K | Buy |
10,128
+2,988
| +42% | +$234K | 0.03% | 364 |
|
|
2024
Q1 | $586K | Buy |
7,140
+2,745
| +62% | +$225K | 0.04% | 350 |
|
|
2023
Q4 | $370K | Buy |
4,395
+1,405
| +47% | +$118K | 0.04% | 339 |
|
|
2023
Q3 | $241K | Buy |
+2,990
| New | +$241K | 0.03% | 319 |
|