Occudo Quantitative Strategies’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,000
| Closed | -$860K | – | 925 |
|
|
2025
Q1 | $860K | Buy |
+8,000
| New | +$860K | 0.11% | 260 |
|
|
2024
Q2 | – | Sell |
-31,567
| Closed | -$2.59M | – | 1024 |
|
|
2024
Q1 | $2.59M | Sell |
31,567
-36,813
| -54% | -$3.02M | 0.45% | 47 |
|
|
2023
Q4 | $5.76M | Buy |
+68,380
| New | +$5.76M | 0.78% | 13 |
|
|
2023
Q2 | – | Sell |
-41,166
| Closed | -$3.9M | – | 1320 |
|
|
2023
Q1 | $3.9M | Buy |
+41,166
| New | +$3.9M | 0.35% | 64 |
|