Tortoise Investment Management’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 | $313 | Buy |
+3
| New | +$313 | ﹤0.01% | 1144 |
|
|
2024
Q1 | – | Sell |
-110
| Closed | -$9.26K | – | 885 |
|
|
2023
Q4 | $9.26K | Buy |
110
+100
| +1,000% | +$8.42K | ﹤0.01% | 585 |
|
|
2023
Q3 | $806 | Buy |
+10
| New | +$806 | ﹤0.01% | 744 |
|
|
2018
Q2 | – | Sell |
-54
| Closed | -$3K | – | 576 |
|
|
2018
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 489 |
|
|
2017
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 481 |
|
|
2017
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 439 |
|
|
2017
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 441 |
|
|
2017
Q1 | $3K | Sell |
54
-22
| -29% | -$1.22K | ﹤0.01% | 426 |
|
|
2016
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 415 |
|
|
2016
Q3 | – | Sell |
-34
| Closed | -$2K | – | 516 |
|
|
2016
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 447 |
|