Premier Fund Managers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.4M | Buy |
33,000
+3,000
| +10% | +$309K | 0.12% | 78 |
|
2025
Q1 | $3.23M | Buy |
30,000
+7,000
| +30% | +$753K | 0.12% | 87 |
|
2024
Q4 | $2.17M | Sell |
23,000
-10,000
| -30% | -$942K | 0.08% | 107 |
|
2024
Q3 | $3.14M | Buy |
33,000
+9,000
| +38% | +$857K | 0.11% | 96 |
|
2024
Q2 | $1.88M | Buy |
24,000
+4,000
| +20% | +$314K | 0.08% | 98 |
|
2024
Q1 | $1.62M | Sell |
20,000
-10,000
| -33% | -$812K | 0.06% | 106 |
|
2023
Q4 | $2.52M | Sell |
30,000
-5,000
| -14% | -$420K | 0.11% | 100 |
|
2023
Q3 | $2.8M | Hold |
35,000
| – | – | 0.13% | 96 |
|
2023
Q2 | $3.06M | Hold |
35,000
| – | – | 0.12% | 94 |
|
2023
Q1 | $3.31M | Sell |
35,000
-5,000
| -13% | -$472K | 0.13% | 103 |
|
2022
Q4 | $3.82M | Hold |
40,000
| – | – | 0.15% | 110 |
|
2022
Q3 | $3.67M | Buy |
40,000
+5,000
| +14% | +$459K | 0.27% | 47 |
|
2022
Q2 | $3.48M | Hold |
35,000
| – | – | 0.15% | 107 |
|
2022
Q1 | $3.51M | Buy |
35,000
+7,000
| +25% | +$702K | 0.12% | 134 |
|
2021
Q4 | $2.72M | Sell |
28,000
-13,250
| -32% | -$1.29M | 0.09% | 140 |
|
2021
Q3 | $3.67M | Buy |
41,250
+9,075
| +28% | +$808K | 0.12% | 155 |
|
2021
Q2 | $2.86M | Sell |
32,175
-3,325
| -9% | -$296K | 0.1% | 161 |
|
2021
Q1 | $3.32M | Hold |
35,500
| – | – | 0.13% | 148 |
|
2020
Q4 | $3.22M | Buy |
35,500
+2,500
| +8% | +$226K | 0.14% | 145 |
|
2020
Q3 | $3.19M | Sell |
33,000
-200
| -0.6% | -$19.3K | 0.18% | 120 |
|
2020
Q2 | $2.9M | Buy |
+33,200
| New | +$2.9M | 0.18% | 111 |
|