O'Shaughnessy Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.8M | Buy |
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|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $8.57M | Buy |
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|
2024
Q3 | $8.24M | Buy |
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|
2024
Q2 | $6.43M | Buy |
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|
2024
Q1 | $6.19M | Buy |
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|
2023
Q4 | $4.87M | Sell |
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|
2023
Q3 | $5.24M | Buy |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $5.03M | Sell |
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|
2022
Q4 | $4.99M | Sell |
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|
2022
Q3 | $4.84M | Sell |
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|
2022
Q2 | $5.78M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $126K | Buy |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $108K | Sell |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $122K | Sell |
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|
2020
Q2 | $134K | Buy |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $86K | Buy |
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