Royal London Asset 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 | $1.74M | Hold |
16,716
| – | – | ﹤0.01% | 608 |
|
2025
Q1 | $1.82M | Buy |
+16,716
| New | +$1.82M | ﹤0.01% | 609 |
|
2021
Q3 | – | Sell |
-111,266
| Closed | -$9.9M | – | 677 |
|
2021
Q2 | $9.9M | Sell |
111,266
-147
| -0.1% | -$13.1K | 0.04% | 337 |
|
2021
Q1 | $10.4M | Buy |
111,413
+1,849
| +2% | +$173K | 0.05% | 307 |
|
2020
Q4 | $10.1M | Sell |
109,564
-10,232
| -9% | -$941K | 0.05% | 289 |
|
2020
Q3 | $11.6M | Hold |
119,796
| – | – | 0.07% | 230 |
|
2020
Q2 | $10.4M | Sell |
119,796
-2,982
| -2% | -$259K | 0.07% | 236 |
|
2020
Q1 | $11.3M | Sell |
122,778
-3,755
| -3% | -$345K | 0.09% | 201 |
|
2019
Q4 | $11.7M | Sell |
126,533
-4,986
| -4% | -$460K | 0.08% | 238 |
|
2019
Q3 | $12.5M | Buy |
131,519
+10,242
| +8% | +$974K | 0.09% | 224 |
|
2019
Q2 | $10.1M | Hold |
121,277
| – | – | 0.1% | 214 |
|
2019
Q1 | $9.59M | Sell |
121,277
-12,881
| -10% | -$1.02M | 0.08% | 260 |
|
2018
Q4 | $9.26M | Buy |
+134,158
| New | +$9.26M | 0.08% | 247 |
|
2014
Q4 | $38.1K | Buy |
70,848
+15,076
| +27% | +$8.1K | 0.07% | 294 |
|
2014
Q3 | $2.39M | Buy |
55,772
+2,670
| +5% | +$114K | 0.06% | 331 |
|
2014
Q2 | $2.23M | Sell |
53,102
-229
| -0.4% | -$9.63K | 0.05% | 373 |
|
2014
Q1 | $2.42M | Sell |
53,331
-187
| -0.3% | -$8.48K | 0.06% | 353 |
|
2013
Q4 | $2.22M | Buy |
53,518
+370
| +0.7% | +$15.3K | 0.06% | 365 |
|
2013
Q3 | $2.25M | Buy |
53,148
+767
| +1% | +$32.4K | 0.06% | 353 |
|
2013
Q2 | $2.15M | Buy |
+52,381
| New | +$2.15M | 0.06% | 345 |
|