VFM
Viking Fund Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,000
| Closed | -$1.4M | – | 130 |
|
|
2024
Q1 | $1.4M | Sell |
17,000
-50,000
| -75% | -$4.11M | 0.25% | 97 |
|
|
2023
Q4 | $5.64M | Buy |
+67,000
| New | +$5.64M | 1.1% | 29 |
|
|
2020
Q3 | – | Sell |
-45,000
| Closed | -$3.94M | – | 126 |
|
|
2020
Q2 | $3.94M | Buy |
45,000
+4,000
| +10% | +$351K | 1.46% | 22 |
|
|
2020
Q1 | $3.61M | Buy |
+41,000
| New | +$3.61M | 1.59% | 23 |
|
|
2019
Q2 | – | Sell |
-14,000
| Closed | -$1.11M | – | 123 |
|
|
2019
Q1 | $1.11M | Sell |
14,000
-18,000
| -56% | -$1.42M | 0.28% | 83 |
|
|
2018
Q4 | $2.22M | Sell |
32,000
-2,000
| -6% | -$139K | 0.62% | 54 |
|
|
2018
Q3 | $2.27M | Hold |
34,000
| – | – | 0.46% | 62 |
|
|
2018
Q2 | $2.2M | Hold |
34,000
| – | – | 0.42% | 63 |
|
|
2018
Q1 | $2.13M | Buy |
34,000
+4,000
| +13% | +$251K | 0.4% | 65 |
|
|
2017
Q4 | $1.99M | Buy |
+30,000
| New | +$1.99M | 0.33% | 68 |
|