Paloma Partners’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
Q1 | – | Sell |
-5,782
| Closed | -$544K | – | 257 |
|
|
2024
Q4 | $544K | Buy |
+5,782
| New | +$561K | 0.02% | 193 |
|
|
2024
Q3 | – | Sell |
-11,582
| Closed | -$909K | – | 1720 |
|
|
2024
Q2 | $909K | Buy |
11,582
+5,000
| +76% | +$406K | 0.03% | 547 |
|
|
2024
Q1 | $541K | Sell |
6,582
-327
| -5% | -$26.3K | 0.03% | 408 |
|
|
2023
Q4 | $582K | Buy |
+6,909
| New | +$569K | 0.02% | 514 |
|
|
2022
Q1 | – | Sell |
-9,163
| Closed | -$890K | – | 2278 |
|
|
2021
Q4 | $890K | Sell |
9,163
-15,450
| -63% | -$1.41M | 0.01% | 772 |
|
|
2021
Q3 | $2.17M | Buy |
24,613
+13,534
| +122% | +$1.27M | 0.05% | 215 |
|
|
2021
Q2 | $985K | Buy |
+11,079
| New | +$1.04M | 0.02% | 644 |
|
|
2021
Q1 | – | Sell |
-14,199
| Closed | -$1.31M | – | 2390 |
|
|
2020
Q4 | $1.31M | Buy |
14,199
+11,276
| +386% | +$1.1M | 0.03% | 483 |
|
|
2020
Q3 | $283K | Sell |
2,923
-52,191
| -95% | -$4.86M | 0.01% | 1524 |
|
|
2020
Q2 | $4.83M | Buy |
55,114
+20,698
| +60% | +$1.87M | 0.08% | 305 |
|
|
2020
Q1 | $3.03M | Buy |
+34,416
| New | +$3.31M | 0.17% | 82 |
|
|
2019
Q4 | – | Sell |
-4,956
| Closed | -$471K | – | 2548 |
|
|
2019
Q3 | $471K | Buy |
4,956
+2,001
| +68% | +$180K | 0.01% | 1206 |
|
|
2019
Q2 | $246K | Sell |
2,955
-9,860
| -77% | -$791K | ﹤0.01% | 1416 |
|
|
2019
Q1 | $1.01M | Buy |
12,815
+7,448
| +139% | +$553K | 0.02% | 722 |
|
|
2018
Q4 | $372K | Sell |
5,367
-595
| -10% | -$41.8K | 0.01% | 783 |
|
|
2018
Q3 | $398K | Sell |
5,962
-13,738
| -70% | -$916K | 0.01% | 1115 |
|
|
2018
Q2 | $1.27M | Sell |
19,700
-25,885
| -57% | -$1.61M | 0.02% | 624 |
|
|
2018
Q1 | $2.86M | Buy |
+45,585
| New | +$2.83M | 0.05% | 387 |
|
|
2017
Q4 | – | Sell |
-42,199
| Closed | -$2.65M | – | 2339 |
|
|
2017
Q3 | $2.65M | Buy |
42,199
+3,542
| +9% | +$226K | 0.04% | 571 |
|
|
2017
Q2 | $2.37M | Buy |
+38,657
| New | +$2.39M | 0.03% | 645 |
|
|
2017
Q1 | – | Sell |
-10,352
| Closed | -$607K | – | 2266 |
|
|
2016
Q4 | $607K | Sell |
10,352
-4,584
| -31% | -$263K | 0.01% | 1432 |
|
|
2016
Q3 | $894K | Sell |
14,936
-5,001
| -25% | -$312K | 0.01% | 1101 |
|
|
2016
Q2 | $1.3M | Buy |
19,937
+15,235
| +324% | +$916K | 0.01% | 973 |
|
|
2016
Q1 | $282K | Sell |
4,702
-553
| -11% | -$31K | ﹤0.01% | 1553 |
|
|
2015
Q4 | $270K | Buy |
+5,255
| New | +$268K | 0.01% | 1390 |
|
|
2015
Q3 | – | Sell |
-37,065
| Closed | -$1.67M | – | 1956 |
|
|
2015
Q2 | $1.67M | Buy |
37,065
+14,524
| +64% | +$697K | 0.03% | 525 |
|
|
2015
Q1 | $1.12M | Buy |
22,541
+8,941
| +66% | +$468K | 0.03% | 462 |
|
|
2014
Q4 | $718K | Buy |
+13,600
| New | +$667K | 0.03% | 535 |
|
|
2014
Q3 | – | Sell |
-19,180
| Closed | -$900K | – | 1317 |
|
|
2014
Q2 | $900K | Buy |
+19,180
| New | +$891K | 0.04% | 360 |
|
Other funds holding WEC
Paloma Partners's WEC Position: Q1 2025 in Review
Paloma Partners sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 5,782 shares — an estimated $544K sold.
Paloma Partners first reported a position in WEC in Q2 2014 and held it in 29 quarters. The position peaked at $4.83M in Q2 2020. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.
- Paloma Partners reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
- Paloma Partners sold 5,782 WEC Energy shares in Q1 2025, an estimated $544K.
- Paloma Partners first reported a position in WEC Energy in Q2 2014 and held it in 29 quarters.
- Paloma Partners's WEC Energy position peaked at $4.83M in Q2 2020.
- 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.
Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.