TIM
Thompson Investment Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Sell |
68,256
-2,254
| -3% | -$235K | 1% | 37 |
|
|
2025
Q1 | $7.68M | Buy |
70,510
+944
| +1% | +$103K | 1.15% | 33 |
|
|
2024
Q4 | $6.54M | Sell |
69,566
-863
| -1% | -$81.2K | 0.94% | 40 |
|
|
2024
Q3 | $6.77M | Buy |
70,429
+7,574
| +12% | +$728K | 0.97% | 40 |
|
|
2024
Q2 | $4.93M | Buy |
62,855
+60,686
| +2,798% | +$4.76M | 0.76% | 55 |
|
|
2024
Q1 | $178K | Hold |
2,169
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $183K | Hold |
2,169
| – | – | 0.03% | 173 |
|
|
2023
Q3 | $175K | Hold |
2,169
| – | – | 0.03% | 173 |
|
|
2023
Q2 | $191K | Hold |
2,169
| – | – | 0.03% | 174 |
|
|
2023
Q1 | $206K | Hold |
2,169
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $203K | Buy |
+2,169
| New | +$203K | 0.04% | 179 |
|
|
2022
Q3 | – | Sell |
-2,169
| Closed | -$218K | – | 190 |
|
|
2022
Q2 | $218K | Hold |
2,169
| – | – | 0.04% | 182 |
|
|
2022
Q1 | $216K | Hold |
2,169
| – | – | 0.03% | 188 |
|
|
2021
Q4 | $211K | Buy |
+2,169
| New | +$211K | 0.03% | 191 |
|
|
2021
Q2 | – | Sell |
-2,169
| Closed | -$203K | – | 202 |
|
|
2021
Q1 | $203K | Buy |
+2,169
| New | +$203K | 0.03% | 195 |
|
|
2020
Q4 | – | Sell |
-2,169
| Closed | -$210K | – | 190 |
|
|
2020
Q3 | $210K | Buy |
+2,169
| New | +$210K | 0.04% | 178 |
|
|
2019
Q4 | – | Sell |
-2,144
| Closed | -$204K | – | 192 |
|
|
2019
Q3 | $204K | Buy |
+2,144
| New | +$204K | 0.04% | 179 |
|