Rothschild Investment LLC’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 | $2.81M | Sell |
26,929
-2
| -0% | -$208 | 0.18% | 121 |
|
|
2025
Q1 | $2.93M | Sell |
26,931
-132
| -0.5% | -$14.4K | 0.2% | 113 |
|
|
2024
Q4 | $2.55M | Buy |
27,063
+29
| +0.1% | +$2.73K | 0.17% | 121 |
|
|
2024
Q3 | $2.6M | Sell |
27,034
-532
| -2% | -$51.2K | 0.17% | 121 |
|
|
2024
Q2 | $2.16M | Buy |
27,566
+242
| +0.9% | +$19K | 0.15% | 130 |
|
|
2024
Q1 | $2.24M | Buy |
27,324
+216
| +0.8% | +$17.7K | 0.16% | 122 |
|
|
2023
Q4 | $2.28M | Sell |
27,108
-3,155
| -10% | -$266K | 0.19% | 112 |
|
|
2023
Q3 | $2.44M | Buy |
30,263
+342
| +1% | +$27.6K | 0.21% | 116 |
|
|
2023
Q2 | $2.64M | Buy |
29,921
+365
| +1% | +$32.2K | 0.22% | 110 |
|
|
2023
Q1 | $2.8M | Sell |
29,556
-35
| -0.1% | -$3.32K | 0.25% | 100 |
|
|
2022
Q4 | $2.77M | Sell |
29,591
-368
| -1% | -$34.5K | 0.25% | 98 |
|
|
2022
Q3 | $2.68M | Sell |
29,959
-120
| -0.4% | -$10.7K | 0.27% | 98 |
|
|
2022
Q2 | $3.03M | Sell |
30,079
-69
| -0.2% | -$6.94K | 0.28% | 93 |
|
|
2022
Q1 | $3.01M | Sell |
30,148
-337
| -1% | -$33.6K | 0.24% | 107 |
|
|
2021
Q4 | $2.96M | Buy |
30,485
+70
| +0.2% | +$6.79K | 0.23% | 104 |
|
|
2021
Q3 | $2.68M | Sell |
30,415
-108
| -0.4% | -$9.53K | 0.23% | 109 |
|
|
2021
Q2 | $2.72M | Sell |
30,523
-121
| -0.4% | -$10.8K | 0.22% | 109 |
|
|
2021
Q1 | $2.87M | Buy |
30,644
+3,957
| +15% | +$370K | 0.25% | 101 |
|
|
2020
Q4 | $2.46M | Sell |
26,687
-40
| -0.1% | -$3.68K | 0.24% | 104 |
|
|
2020
Q3 | $2.59M | Buy |
26,727
+1,912
| +8% | +$185K | 0.28% | 88 |
|
|
2020
Q2 | $2.18M | Buy |
24,815
+125
| +0.5% | +$11K | 0.26% | 97 |
|
|
2020
Q1 | $2.18M | Buy |
24,690
+221
| +0.9% | +$19.5K | 0.28% | 93 |
|
|
2019
Q4 | $2.26M | Buy |
24,469
+243
| +1% | +$22.4K | 0.22% | 116 |
|
|
2019
Q3 | $2.3M | Hold |
24,226
| – | – | 0.27% | 108 |
|
|
2019
Q2 | $2.02M | Sell |
24,226
-338
| -1% | -$28.2K | 0.24% | 111 |
|
|
2019
Q1 | $1.94M | Sell |
24,564
-319
| -1% | -$25.2K | 0.23% | 116 |
|
|
2018
Q4 | $1.72M | Hold |
24,883
| – | – | 0.23% | 115 |
|
|
2018
Q3 | $1.66M | Hold |
24,883
| – | – | 0.2% | 122 |
|
|
2018
Q2 | $1.61M | Sell |
24,883
-930
| -4% | -$60.1K | 0.2% | 122 |
|
|
2018
Q1 | $1.62M | Hold |
25,813
| – | – | 0.21% | 120 |
|
|
2017
Q4 | $1.72M | Sell |
25,813
-186
| -0.7% | -$12.4K | 0.19% | 130 |
|
|
2017
Q3 | $1.63M | Sell |
25,999
-261
| -1% | -$16.4K | 0.18% | 134 |
|
|
2017
Q2 | $1.61M | Sell |
26,260
-48
| -0.2% | -$2.95K | 0.18% | 139 |
|
|
2017
Q1 | $1.6M | Sell |
26,308
-471
| -2% | -$28.6K | 0.19% | 134 |
|
|
2016
Q4 | $1.57M | Sell |
26,779
-1,230
| -4% | -$72.2K | 0.19% | 133 |
|
|
2016
Q3 | $1.68M | Buy |
28,009
+547
| +2% | +$32.8K | 0.21% | 125 |
|
|
2016
Q2 | $1.79M | Sell |
27,462
-167
| -0.6% | -$10.9K | 0.23% | 114 |
|
|
2016
Q1 | $1.66M | Sell |
27,629
-118
| -0.4% | -$7.09K | 0.21% | 117 |
|
|
2015
Q4 | $1.42M | Buy |
27,747
+6
| +0% | +$308 | 0.18% | 131 |
|
|
2015
Q3 | $1.45M | Buy |
27,741
+162
| +0.6% | +$8.46K | 0.19% | 126 |
|
|
2015
Q2 | $1.24M | Buy |
+27,579
| New | +$1.24M | 0.14% | 168 |
|