VNIM
Vaughan Nelson Investment Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Sell |
369,669
-20,561
| -5% | -$2.14M | 0.36% | 93 |
|
|
2025
Q1 | $42.5M | Buy |
+390,230
| New | +$42.5M | 0.43% | 79 |
|
|
2024
Q1 | – | Sell |
-14
| Closed | -$1K | – | 263 |
|
|
2023
Q4 | $1K | Sell |
14
-286,096
| -100% | -$20.4M | ﹤0.01% | 246 |
|
|
2023
Q3 | $23M | Sell |
286,110
-160,777
| -36% | -$13M | 0.26% | 105 |
|
|
2023
Q2 | $39.4M | Buy |
+446,887
| New | +$39.4M | 0.44% | 68 |
|
|
2020
Q2 | – | Sell |
-273,590
| Closed | -$24.1M | – | 203 |
|
|
2020
Q1 | $24.1M | Sell |
273,590
-95,575
| -26% | -$8.42M | 0.41% | 85 |
|
|
2019
Q4 | $34M | Sell |
369,165
-11,790
| -3% | -$1.09M | 0.43% | 88 |
|
|
2019
Q3 | $36.2M | Sell |
380,955
-88,040
| -19% | -$8.37M | 0.48% | 80 |
|
|
2019
Q2 | $39.1M | Sell |
468,995
-63,350
| -12% | -$5.28M | 0.52% | 67 |
|
|
2019
Q1 | $42.1M | Sell |
532,345
-128,025
| -19% | -$10.1M | 0.56% | 66 |
|
|
2018
Q4 | $45.7M | Sell |
660,370
-49,300
| -7% | -$3.41M | 0.65% | 55 |
|
|
2018
Q3 | $47.4M | Sell |
709,670
-24,205
| -3% | -$1.62M | 0.55% | 72 |
|
|
2018
Q2 | $47.4M | Buy |
+733,875
| New | +$47.4M | 0.57% | 74 |
|