Sagefield Capital’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 | $5.71M | Sell |
54,778
-34,023
| -38% | -$3.55M | 0.8% | 34 |
|
|
2025
Q1 | $9.68M | Buy |
88,801
+3,826
| +5% | +$417K | 1.17% | 22 |
|
|
2024
Q4 | $7.99M | Buy |
84,975
+13,363
| +19% | +$1.26M | 0.87% | 35 |
|
|
2024
Q3 | $6.89M | Buy |
71,612
+4,465
| +7% | +$429K | 0.75% | 39 |
|
|
2024
Q2 | $5.27M | Buy |
67,147
+35,686
| +113% | +$2.8M | 0.56% | 40 |
|
|
2024
Q1 | $2.58M | Sell |
31,461
-43,721
| -58% | -$3.59M | 0.32% | 54 |
|
|
2023
Q4 | $6.33M | Sell |
75,182
-1,428
| -2% | -$120K | 0.82% | 29 |
|
|
2023
Q3 | $6.17M | Buy |
76,610
+8,080
| +12% | +$651K | 0.87% | 28 |
|
|
2023
Q2 | $6.05M | Buy |
68,530
+12,249
| +22% | +$1.08M | 1.29% | 19 |
|
|
2023
Q1 | $5.33M | Buy |
56,281
+16,844
| +43% | +$1.6M | 1.23% | 21 |
|
|
2022
Q4 | $3.7M | Buy |
39,437
+9,735
| +33% | +$913K | 0.94% | 28 |
|
|
2022
Q3 | $2.66M | Buy |
29,702
+15,629
| +111% | +$1.4M | 0.84% | 29 |
|
|
2022
Q2 | $1.42M | Buy |
14,073
+2,771
| +25% | +$279K | 0.65% | 30 |
|
|
2022
Q1 | $1.13M | Buy |
11,302
+3,350
| +42% | +$334K | 0.49% | 43 |
|
|
2021
Q4 | $771K | Buy |
+7,952
| New | +$771K | 0.36% | 57 |
|