Ridgewood Investments’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 | $13.3K | Sell |
128
-1,599
| -93% | -$167K | 0.01% | 470 |
|
|
2025
Q1 | $188K | Hold |
1,727
| – | – | 0.09% | 186 |
|
|
2024
Q4 | $162K | Sell |
1,727
-500
| -22% | -$47K | 0.08% | 189 |
|
|
2024
Q3 | $214K | Sell |
2,227
-269
| -11% | -$25.9K | 0.11% | 163 |
|
|
2024
Q2 | $196K | Buy |
+2,496
| New | +$196K | 0.1% | 175 |
|
|
2023
Q3 | – | Sell |
-48
| Closed | -$4.21K | – | 774 |
|
|
2023
Q2 | $4.21K | Hold |
48
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $4.52K | Buy |
+48
| New | +$4.52K | ﹤0.01% | 600 |
|
|
2019
Q1 | – | Sell |
-5,486
| Closed | -$366K | – | 202 |
|
|
2018
Q4 | $366K | Hold |
5,486
| – | – | 0.29% | 99 |
|
|
2018
Q3 | $366K | Hold |
5,486
| – | – | 0.29% | 100 |
|
|
2018
Q2 | $355K | Buy |
5,486
+294
| +6% | +$19K | 0.32% | 98 |
|
|
2018
Q1 | $326K | Buy |
5,192
+437
| +9% | +$27.4K | 0.3% | 103 |
|
|
2017
Q4 | $316K | Hold |
4,755
| – | – | 0.28% | 105 |
|
|
2017
Q3 | $299K | Sell |
4,755
-141
| -3% | -$8.87K | 0.29% | 103 |
|
|
2017
Q2 | $301K | Sell |
4,896
-132
| -3% | -$8.12K | 0.3% | 100 |
|
|
2017
Q1 | $305K | Buy |
5,028
+599
| +14% | +$36.3K | 0.33% | 90 |
|
|
2016
Q4 | $259K | Buy |
+4,429
| New | +$259K | 0.31% | 89 |
|