UCMOK
United Capital Management of KS’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
37,304
+668
| +2% | +$69.6K | 0.61% | 51 |
|
|
2025
Q1 | $3.99M | Buy |
36,636
+1,431
| +4% | +$156K | 0.82% | 39 |
|
|
2024
Q4 | $3.31M | Buy |
35,205
+760
| +2% | +$71.5K | 0.6% | 49 |
|
|
2024
Q3 | $3.31M | Buy |
34,445
+2,193
| +7% | +$211K | 0.72% | 46 |
|
|
2024
Q2 | $2.53M | Buy |
32,252
+1,479
| +5% | +$116K | 0.56% | 46 |
|
|
2024
Q1 | $2.53M | Buy |
30,773
+2,952
| +11% | +$242K | 0.58% | 52 |
|
|
2023
Q4 | $2.34M | Buy |
27,821
+3,826
| +16% | +$322K | 0.71% | 48 |
|
|
2023
Q3 | $1.93M | Buy |
23,995
+706
| +3% | +$56.9K | 0.66% | 47 |
|
|
2023
Q2 | $2.06M | Buy |
23,289
+698
| +3% | +$61.6K | 0.66% | 48 |
|
|
2023
Q1 | $2.14M | Buy |
22,591
+687
| +3% | +$65.1K | 0.8% | 46 |
|
|
2022
Q4 | $2.05M | Buy |
21,904
+1,220
| +6% | +$114K | 0.85% | 42 |
|
|
2022
Q3 | $1.85M | Sell |
20,684
-69
| -0.3% | -$6.17K | 0.87% | 46 |
|
|
2022
Q2 | $2.09M | Buy |
20,753
+205
| +1% | +$20.6K | 0.98% | 45 |
|
|
2022
Q1 | $2.05M | Buy |
20,548
+575
| +3% | +$57.4K | 0.8% | 47 |
|
|
2021
Q4 | $1.94M | Buy |
19,973
+102
| +0.5% | +$9.9K | 0.72% | 51 |
|
|
2021
Q3 | $1.75M | Sell |
19,871
-252
| -1% | -$22.2K | 0.72% | 50 |
|
|
2021
Q2 | $1.79M | Buy |
20,123
+836
| +4% | +$74.4K | 0.73% | 52 |
|
|
2021
Q1 | $1.81M | Buy |
19,287
+648
| +3% | +$60.6K | 0.83% | 48 |
|
|
2020
Q4 | $1.72M | Buy |
18,639
+1,014
| +6% | +$93.3K | 0.78% | 46 |
|
|
2020
Q3 | $1.71M | Buy |
17,625
+22
| +0.1% | +$2.13K | 0.89% | 41 |
|
|
2020
Q2 | $1.54M | Buy |
17,603
+85
| +0.5% | +$7.45K | 0.9% | 43 |
|
|
2020
Q1 | $1.54M | Buy |
17,518
+2,235
| +15% | +$197K | 1.3% | 30 |
|
|
2019
Q4 | $1.41M | Buy |
15,283
+874
| +6% | +$80.6K | 0.89% | 40 |
|
|
2019
Q3 | $1.37M | Buy |
14,409
+109
| +0.8% | +$10.4K | 1% | 35 |
|
|
2019
Q2 | $1.19M | Sell |
14,300
-244
| -2% | -$20.3K | 0.9% | 39 |
|
|
2019
Q1 | $1.12M | Sell |
14,544
-204
| -1% | -$15.7K | 0.88% | 42 |
|
|
2018
Q4 | $1.02M | Sell |
14,748
-150
| -1% | -$10.4K | 0.95% | 39 |
|
|
2018
Q3 | $998K | Buy |
+14,898
| New | +$998K | 0.8% | 41 |
|