Oxford Asset 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
Q1 | – | Sell |
-5,374
| Closed | -$505K | – | 713 |
|
|
2024
Q4 | $505K | Buy |
+5,374
| New | +$505K | 0.23% | 151 |
|
|
2019
Q4 | – | Sell |
-11,422
| Closed | -$1.09M | – | 2124 |
|
|
2019
Q3 | $1.09M | Buy |
11,422
+5,122
| +81% | +$487K | 0.03% | 894 |
|
|
2019
Q2 | $525K | Sell |
6,300
-29,825
| -83% | -$2.49M | 0.01% | 1255 |
|
|
2019
Q1 | $2.86M | Buy |
+36,125
| New | +$2.86M | 0.06% | 404 |
|
|
2018
Q1 | – | Sell |
-30,440
| Closed | -$2.02M | – | 1911 |
|
|
2017
Q4 | $2.02M | Buy |
+30,440
| New | +$2.02M | 0.04% | 568 |
|
|
2017
Q3 | – | Sell |
-72,542
| Closed | -$4.45M | – | 1725 |
|
|
2017
Q2 | $4.45M | Buy |
+72,542
| New | +$4.45M | 0.09% | 237 |
|