Schroder Investment Management Group’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 | $4.48M | Buy |
43,023
+5,655
| +15% | +$589K | ﹤0.01% | 784 |
|
|
2025
Q1 | $4.02M | Buy |
37,368
+3,133
| +9% | +$337K | ﹤0.01% | 803 |
|
|
2024
Q4 | $3.23M | Sell |
34,235
-163
| -0.5% | -$15.4K | ﹤0.01% | 852 |
|
|
2024
Q3 | $3.28M | Sell |
34,398
-4,282
| -11% | -$408K | ﹤0.01% | 873 |
|
|
2024
Q2 | $3.03M | Buy |
38,680
+482
| +1% | +$37.8K | ﹤0.01% | 877 |
|
|
2024
Q1 | $3.14M | Sell |
38,198
-1,188
| -3% | -$97.6K | ﹤0.01% | 861 |
|
|
2023
Q4 | $3.32M | Sell |
39,386
-7,801
| -17% | -$657K | ﹤0.01% | 834 |
|
|
2023
Q3 | $3.8M | Buy |
47,187
+1,670
| +4% | +$135K | 0.01% | 803 |
|
|
2023
Q2 | $4.02M | Sell |
45,517
-15,606
| -26% | -$1.38M | 0.01% | 826 |
|
|
2023
Q1 | $5.79M | Sell |
61,123
-2,713
| -4% | -$257K | 0.01% | 745 |
|
|
2022
Q4 | $5.99M | Buy |
63,836
+23,374
| +58% | +$2.19M | 0.01% | 747 |
|
|
2022
Q3 | $3.62M | Sell |
40,462
-2,470
| -6% | -$221K | 0.01% | 836 |
|
|
2022
Q2 | $4.32M | Buy |
42,932
+11,210
| +35% | +$1.13M | 0.01% | 823 |
|
|
2022
Q1 | $3.18M | Buy |
31,722
+7,569
| +31% | +$759K | ﹤0.01% | 935 |
|
|
2021
Q4 | $2.34M | Sell |
24,153
-8,539
| -26% | -$829K | ﹤0.01% | 899 |
|
|
2021
Q3 | $2.88M | Sell |
32,692
-4,595
| -12% | -$405K | ﹤0.01% | 896 |
|
|
2021
Q2 | $3.32M | Sell |
37,287
-21,752
| -37% | -$1.94M | ﹤0.01% | 910 |
|
|
2021
Q1 | $5.53M | Sell |
59,039
-17,125
| -22% | -$1.6M | 0.01% | 799 |
|
|
2020
Q4 | $7.01M | Buy |
76,164
+5,298
| +7% | +$488K | 0.01% | 727 |
|
|
2020
Q3 | $6.92M | Sell |
70,866
-3,369
| -5% | -$329K | 0.01% | 663 |
|
|
2020
Q2 | $6.51M | Buy |
74,235
+8,224
| +12% | +$721K | 0.01% | 641 |
|
|
2020
Q1 | $6.03M | Sell |
66,011
-16,494
| -20% | -$1.51M | 0.01% | 631 |
|
|
2019
Q4 | $7.61M | Sell |
82,505
-92,888
| -53% | -$8.57M | 0.01% | 695 |
|
|
2019
Q3 | $16.6M | Buy |
175,393
+39,825
| +29% | +$3.78M | 0.03% | 493 |
|
|
2019
Q2 | $11.3M | Buy |
135,568
+71,104
| +110% | +$5.93M | 0.02% | 556 |
|
|
2019
Q1 | $5.1M | Buy |
64,464
+820
| +1% | +$64.8K | 0.01% | 698 |
|
|
2018
Q4 | $4.41K | Sell |
63,644
-17,301
| -21% | -$1.2K | 0.01% | 690 |
|
|
2018
Q3 | $5.4M | Buy |
80,945
+31,519
| +64% | +$2.1M | 0.01% | 690 |
|
|
2018
Q2 | $3.19M | Buy |
49,426
+5,227
| +12% | +$337K | 0.01% | 778 |
|
|
2018
Q1 | $2.77M | Buy |
44,199
+5,133
| +13% | +$322K | ﹤0.01% | 814 |
|
|
2017
Q4 | $2.6M | Buy |
39,066
+5,002
| +15% | +$332K | ﹤0.01% | 865 |
|
|
2017
Q3 | $2.15M | Sell |
34,064
-18,987
| -36% | -$1.2M | ﹤0.01% | 880 |
|
|
2017
Q2 | $3.26M | Buy |
53,051
+21,614
| +69% | +$1.33M | 0.01% | 788 |
|
|
2017
Q1 | $1.9M | Buy |
31,437
+23,592
| +301% | +$1.43M | ﹤0.01% | 854 |
|
|
2016
Q4 | $461K | Sell |
7,845
-89,509
| -92% | -$5.26M | ﹤0.01% | 978 |
|
|
2016
Q3 | $5.83M | Buy |
97,354
+41,801
| +75% | +$2.5M | 0.01% | 710 |
|
|
2016
Q2 | $3.63M | Buy |
+55,553
| New | +$3.63M | 0.01% | 755 |
|
|
2016
Q1 | – | Sell |
-528
| Closed | -$27K | – | 1228 |
|
|
2015
Q4 | $27K | Sell |
528
-31,059
| -98% | -$1.59M | ﹤0.01% | 1122 |
|
|
2015
Q3 | $1.65M | Sell |
31,587
-430
| -1% | -$22.4K | ﹤0.01% | 864 |
|
|
2015
Q2 | $1.46M | Buy |
32,017
+3,622
| +13% | +$165K | ﹤0.01% | 871 |
|
|
2015
Q1 | $1.4M | Sell |
28,395
-226,820
| -89% | -$11.2M | ﹤0.01% | 893 |
|
|
2014
Q4 | $13.5M | Buy |
255,215
+253,515
| +14,913% | +$13.4M | 0.03% | 574 |
|
|
2014
Q3 | $73.1K | Sell |
1,700
-10,485
| -86% | -$451K | ﹤0.01% | 1241 |
|
|
2014
Q2 | $572K | Sell |
12,185
-91,029
| -88% | -$4.27M | ﹤0.01% | 1049 |
|
|
2014
Q1 | $4.8M | Buy |
103,214
+72,514
| +236% | +$3.38M | 0.01% | 778 |
|
|
2013
Q4 | $1.27M | Sell |
30,700
-8,649
| -22% | -$358K | ﹤0.01% | 1003 |
|
|
2013
Q3 | $1.59M | Buy |
39,349
+28,342
| +257% | +$1.14M | ﹤0.01% | 953 |
|
|
2013
Q2 | $451K | Buy |
+11,007
| New | +$451K | ﹤0.01% | 1128 |
|