Simplex Trading’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 | $56K | Buy |
+547
| New | +$56K | ﹤0.01% | 1369 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4175 |
|
|
2024
Q4 | – | Sell |
-18,777
| Closed | -$1.81M | – | 4171 |
|
|
2024
Q3 | $1.81M | Buy |
18,777
+9,024
| +93% | +$867K | ﹤0.01% | 296 |
|
|
2024
Q2 | $765K | Sell |
9,753
-4,216
| -30% | -$331K | ﹤0.01% | 515 |
|
|
2024
Q1 | $1.15M | Sell |
13,969
-22,548
| -62% | -$1.85M | ﹤0.01% | 418 |
|
|
2023
Q4 | $3.07M | Buy |
36,517
+29,699
| +436% | +$2.5M | ﹤0.01% | 210 |
|
|
2023
Q3 | $549K | Buy |
+6,818
| New | +$549K | ﹤0.01% | 507 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4198 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4226 |
|
|
2022
Q4 | – | Sell |
-301
| Closed | -$26K | – | 4309 |
|
|
2022
Q3 | $26K | Buy |
+301
| New | +$26K | ﹤0.01% | 1658 |
|
|
2022
Q2 | – | Sell |
-3,227
| Closed | -$322K | – | 4367 |
|
|
2022
Q1 | $322K | Buy |
3,227
+1,703
| +112% | +$170K | ﹤0.01% | 900 |
|
|
2021
Q4 | $147K | Sell |
1,524
-3,053
| -67% | -$294K | ﹤0.01% | 1344 |
|
|
2021
Q3 | $412K | Buy |
4,577
+200
| +5% | +$18K | ﹤0.01% | 934 |
|
|
2021
Q2 | $389K | Buy |
4,377
+2,734
| +166% | +$243K | ﹤0.01% | 976 |
|
|
2021
Q1 | $153K | Sell |
1,643
-9,068
| -85% | -$844K | ﹤0.01% | 1238 |
|
|
2020
Q4 | $985K | Buy |
10,711
+6,620
| +162% | +$609K | ﹤0.01% | 429 |
|
|
2020
Q3 | $396K | Buy |
+4,091
| New | +$396K | ﹤0.01% | 598 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3216 |
|
|
2020
Q1 | – | Sell |
-11,752
| Closed | -$1.08M | – | 3183 |
|
|
2019
Q4 | $1.08M | Sell |
11,752
-24,428
| -68% | -$2.25M | ﹤0.01% | 265 |
|
|
2019
Q3 | $3.44M | Buy |
36,180
+6,801
| +23% | +$647K | 0.01% | 48 |
|
|
2019
Q2 | $2.45M | Buy |
29,379
+27,531
| +1,490% | +$2.29M | 0.01% | 80 |
|
|
2019
Q1 | $146K | Buy |
+1,848
| New | +$146K | ﹤0.01% | 750 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3007 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3063 |
|
|
2018
Q2 | – | Sell |
-198
| Closed | -$12K | – | 3047 |
|
|
2018
Q1 | $12K | Sell |
198
-3,837
| -95% | -$233K | ﹤0.01% | 1545 |
|
|
2017
Q4 | $268K | Sell |
4,035
-344
| -8% | -$22.8K | 0.01% | 642 |
|
|
2017
Q3 | $274K | Buy |
+4,379
| New | +$274K | 0.01% | 554 |
|
|
2017
Q2 | – | Sell |
-2,161
| Closed | -$131K | – | 2859 |
|
|
2017
Q1 | $131K | Buy |
2,161
+1,282
| +146% | +$77.7K | 0.01% | 836 |
|
|
2016
Q4 | $51K | Buy |
+879
| New | +$51K | ﹤0.01% | 957 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2785 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2773 |
|
|
2016
Q1 | – | Sell |
-1,118
| Closed | -$57K | – | 2696 |
|
|
2015
Q4 | $57K | Sell |
1,118
-1,461
| -57% | -$74.5K | ﹤0.01% | 877 |
|
|
2015
Q3 | $134K | Buy |
2,579
+2,462
| +2,104% | +$128K | 0.01% | 590 |
|
|
2015
Q2 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 1513 |
|
|
2015
Q1 | – | Sell |
-4,056
| Closed | -$214K | – | 2510 |
|
|
2014
Q4 | $214K | Buy |
+4,056
| New | +$214K | 0.03% | 299 |
|