Stanley-Laman 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 | $285K | Buy |
2,735
+373
| +16% | +$38.9K | 0.04% | 242 |
|
2025
Q1 | $257K | Buy |
2,362
+46
| +2% | +$5.01K | 0.04% | 246 |
|
2024
Q4 | $218K | Sell |
2,316
-44
| -2% | -$4.14K | 0.03% | 270 |
|
2024
Q3 | $227K | Buy |
+2,360
| New | +$227K | 0.03% | 268 |
|
2018
Q1 | – | Sell |
-37,263
| Closed | -$2.48M | – | 280 |
|
2017
Q4 | $2.48M | Buy |
37,263
+188
| +0.5% | +$12.5K | 0.53% | 60 |
|
2017
Q3 | $2.33M | Sell |
37,075
-1,749
| -5% | -$110K | 0.62% | 58 |
|
2017
Q2 | $2.38M | Buy |
+38,824
| New | +$2.38M | 0.65% | 64 |
|
2016
Q2 | – | Sell |
-7,791
| Closed | -$468K | – | 338 |
|
2016
Q1 | $468K | Sell |
7,791
-17,832
| -70% | -$1.07M | 0.09% | 173 |
|
2015
Q4 | $1.32M | Buy |
25,623
+11,641
| +83% | +$597K | 0.23% | 118 |
|
2015
Q3 | $730K | Buy |
+13,982
| New | +$730K | 0.15% | 158 |
|