Waratah Capital Advisors’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 | $767K | Sell |
7,364
-104,647
| -93% | -$10.9M | 0.02% | 115 |
|
|
2025
Q1 | $12.2M | Buy |
+112,011
| New | +$12.2M | 0.33% | 49 |
|
|
2023
Q2 | – | Sell |
-6,156
| Closed | -$584K | – | 176 |
|
|
2023
Q1 | $584K | Hold |
6,156
| – | – | 0.01% | 134 |
|
|
2022
Q4 | $577K | Sell |
6,156
-5,171
| -46% | -$485K | 0.01% | 144 |
|
|
2022
Q3 | $1.01M | Buy |
11,327
+166
| +1% | +$14.8K | 0.02% | 107 |
|
|
2022
Q2 | $1.12M | Buy |
+11,161
| New | +$1.12M | 0.02% | 115 |
|
|
2021
Q4 | – | Sell |
-4,932
| Closed | -$435K | – | 276 |
|
|
2021
Q3 | $435K | Buy |
+4,932
| New | +$435K | 0.01% | 179 |
|