Vanguard Personalized Indexing Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
41,253
+8,873
| +27% | +$926K | 0.05% | 335 |
|
|
2025
Q1 | $3.53M | Buy |
32,380
+1,889
| +6% | +$206K | 0.05% | 320 |
|
|
2024
Q4 | $2.87M | Buy |
30,491
+4,380
| +17% | +$412K | 0.04% | 361 |
|
|
2024
Q3 | $2.51M | Buy |
26,111
+4,655
| +22% | +$448K | 0.04% | 391 |
|
|
2024
Q2 | $1.68M | Sell |
21,456
-2,009
| -9% | -$157K | 0.03% | 466 |
|
|
2024
Q1 | $1.93M | Buy |
23,465
+3,477
| +17% | +$286K | 0.04% | 402 |
|
|
2023
Q4 | $1.68M | Sell |
19,988
-2,345
| -11% | -$197K | 0.04% | 403 |
|
|
2023
Q3 | $1.8M | Buy |
22,333
+1,666
| +8% | +$134K | 0.05% | 343 |
|
|
2023
Q2 | $1.82M | Sell |
20,667
-481
| -2% | -$42.4K | 0.06% | 335 |
|
|
2023
Q1 | $2M | Buy |
21,148
+6,785
| +47% | +$643K | 0.07% | 291 |
|
|
2022
Q4 | $1.35M | Sell |
14,363
-4,540
| -24% | -$426K | 0.06% | 396 |
|
|
2022
Q3 | $1.69M | Sell |
18,903
-427
| -2% | -$38.2K | 0.08% | 265 |
|
|
2022
Q2 | $1.95M | Buy |
19,330
+2,963
| +18% | +$298K | 0.09% | 219 |
|
|
2022
Q1 | $1.63M | Buy |
16,367
+6,788
| +71% | +$678K | 0.08% | 249 |
|
|
2021
Q4 | $930K | Buy |
9,579
+2,055
| +27% | +$200K | 0.05% | 432 |
|
|
2021
Q3 | $664K | Buy |
7,524
+394
| +6% | +$34.8K | 0.06% | 376 |
|
|
2021
Q2 | $634K | Buy |
7,130
+20
| +0.3% | +$1.78K | 0.07% | 377 |
|
|
2021
Q1 | $665K | Buy |
7,110
+2,994
| +73% | +$280K | 0.1% | 234 |
|
|
2020
Q4 | $379K | Buy |
4,116
+295
| +8% | +$27.2K | 0.08% | 283 |
|
|
2020
Q3 | $370K | Buy |
3,821
+640
| +20% | +$62K | 0.1% | 234 |
|
|
2020
Q2 | $279K | Sell |
3,181
-8,916
| -74% | -$782K | 0.13% | 206 |
|
|
2020
Q1 | $1.07M | Buy |
+12,097
| New | +$1.07M | 0.62% | 35 |
|