Reynders McVeigh Capital 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
Q2 | $360K | Sell |
3,454
-290
| -8% | -$30.2K | 0.02% | 155 |
|
|
2025
Q1 | $408K | Hold |
3,744
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $352K | Hold |
3,744
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $360K | Hold |
3,744
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $294K | Hold |
3,744
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $308K | Hold |
3,744
| – | – | 0.02% | 166 |
|
|
2023
Q4 | $315K | Sell |
3,744
-340
| -8% | -$28.6K | 0.02% | 167 |
|
|
2023
Q3 | $329K | Hold |
4,084
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $360K | Sell |
4,084
-75
| -2% | -$6.61K | 0.02% | 159 |
|
|
2023
Q1 | $394K | Sell |
4,159
-100
| -2% | -$9.47K | 0.03% | 155 |
|
|
2022
Q4 | $399K | Sell |
4,259
-205
| -5% | -$19.2K | 0.03% | 155 |
|
|
2022
Q3 | $399K | Sell |
4,464
-300
| -6% | -$26.8K | 0.03% | 158 |
|
|
2022
Q2 | $479K | Buy |
4,764
+1,954
| +70% | +$196K | 0.04% | 146 |
|
|
2022
Q1 | $280K | Sell |
2,810
-300
| -10% | -$29.9K | 0.02% | 198 |
|
|
2021
Q4 | $302K | Hold |
3,110
| – | – | 0.02% | 194 |
|
|
2021
Q3 | $274K | Sell |
3,110
-200
| -6% | -$17.6K | 0.02% | 198 |
|
|
2021
Q2 | $294K | Sell |
3,310
-450
| -12% | -$40K | 0.02% | 195 |
|
|
2021
Q1 | $352K | Sell |
3,760
-201
| -5% | -$18.8K | 0.02% | 182 |
|
|
2020
Q4 | $365K | Buy |
3,961
+1
| +0% | +$92 | 0.02% | 173 |
|
|
2020
Q3 | $384K | Hold |
3,960
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $347K | Buy |
3,960
+1,605
| +68% | +$141K | 0.03% | 163 |
|
|
2020
Q1 | $208K | Sell |
2,355
-1,705
| -42% | -$151K | 0.02% | 185 |
|
|
2019
Q4 | $374K | Hold |
4,060
| – | – | 0.04% | 172 |
|
|
2019
Q3 | $386K | Buy |
4,060
+730
| +22% | +$69.4K | 0.04% | 156 |
|
|
2019
Q2 | $278K | Sell |
3,330
-80
| -2% | -$6.68K | 0.03% | 187 |
|
|
2019
Q1 | $270K | Hold |
3,410
| – | – | 0.03% | 188 |
|
|
2018
Q4 | $236K | Sell |
3,410
-250
| -7% | -$17.3K | 0.03% | 195 |
|
|
2018
Q3 | $244K | Hold |
3,660
| – | – | 0.03% | 188 |
|
|
2018
Q2 | $237K | Sell |
3,660
-300
| -8% | -$19.4K | 0.03% | 190 |
|
|
2018
Q1 | $248K | Sell |
3,960
-1,720
| -30% | -$108K | 0.03% | 182 |
|
|
2017
Q4 | $377K | Sell |
5,680
-1,895
| -25% | -$126K | 0.05% | 158 |
|
|
2017
Q3 | $476K | Hold |
7,575
| – | – | 0.06% | 144 |
|
|
2017
Q2 | $465K | Sell |
7,575
-260
| -3% | -$16K | 0.06% | 143 |
|
|
2017
Q1 | $475K | Sell |
7,835
-700
| -8% | -$42.4K | 0.07% | 144 |
|
|
2016
Q4 | $501K | Sell |
8,535
-150
| -2% | -$8.81K | 0.07% | 141 |
|
|
2016
Q3 | $520K | Hold |
8,685
| – | – | 0.08% | 139 |
|
|
2016
Q2 | $567K | Sell |
8,685
-30
| -0.3% | -$1.96K | 0.08% | 134 |
|
|
2016
Q1 | $524K | Buy |
+8,715
| New | +$524K | 0.08% | 137 |
|