RCIM
Red Cedar Investment Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Hold |
20,045
| – | – | 0.26% | 54 |
|
|
2025
Q1 | $2.18M | Buy |
20,045
+1,052
| +6% | +$115K | 0.3% | 49 |
|
|
2024
Q4 | $1.79M | Hold |
18,993
| – | – | 0.22% | 52 |
|
|
2024
Q3 | $1.83M | Buy |
18,993
+15,114
| +390% | +$1.45M | 0.23% | 58 |
|
|
2024
Q2 | $304K | Hold |
3,879
| – | – | 0.04% | 74 |
|
|
2024
Q1 | $319K | Sell |
3,879
-10,253
| -73% | -$842K | 0.04% | 82 |
|
|
2023
Q4 | $1.19M | Buy |
14,132
+1,671
| +13% | +$141K | 0.17% | 57 |
|
|
2023
Q3 | $1M | Buy |
12,461
+112
| +0.9% | +$9.02K | 0.15% | 60 |
|
|
2023
Q2 | $1.09M | Hold |
12,349
| – | – | 0.17% | 58 |
|
|
2023
Q1 | $1.17M | Buy |
12,349
+3,806
| +45% | +$361K | 0.18% | 60 |
|
|
2022
Q4 | $801K | Buy |
8,543
+647
| +8% | +$60.7K | 0.13% | 69 |
|
|
2022
Q3 | $706K | Hold |
7,896
| – | – | 0.12% | 70 |
|
|
2022
Q2 | $795K | Buy |
+7,896
| New | +$795K | 0.13% | 60 |
|