Wright Investors Service’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,511
| Closed | -$800K | – | 154 |
|
|
2024
Q4 | $800K | Buy |
8,511
+56
| +0.7% | +$5.27K | 0.26% | 86 |
|
|
2024
Q3 | $813K | Buy |
+8,455
| New | +$813K | 0.21% | 111 |
|
|
2020
Q3 | – | Sell |
-29,906
| Closed | -$2.62M | – | 165 |
|
|
2020
Q2 | $2.62M | Buy |
29,906
+2,002
| +7% | +$175K | 1.01% | 25 |
|
|
2020
Q1 | $2.46M | Buy |
27,904
+1,164
| +4% | +$103K | 1.06% | 25 |
|
|
2019
Q4 | $2.47M | Sell |
26,740
-59
| -0.2% | -$5.44K | 0.84% | 35 |
|
|
2019
Q3 | $2.55M | Buy |
26,799
+4,975
| +23% | +$473K | 0.92% | 34 |
|
|
2019
Q2 | $1.82M | Buy |
21,824
+1,524
| +8% | +$127K | 0.69% | 47 |
|
|
2019
Q1 | $1.61M | Buy |
20,300
+1,585
| +8% | +$125K | 0.65% | 49 |
|
|
2018
Q4 | $1.3M | Sell |
18,715
-555
| -3% | -$38.4K | 0.56% | 60 |
|
|
2018
Q3 | $1.29M | Buy |
19,270
+978
| +5% | +$65.3K | 0.47% | 63 |
|
|
2018
Q2 | $1.18M | Sell |
18,292
-84
| -0.5% | -$5.43K | 0.47% | 61 |
|
|
2018
Q1 | $1.15M | Buy |
18,376
+1,451
| +9% | +$91K | 0.4% | 71 |
|
|
2017
Q4 | $1.12M | Sell |
16,925
-277
| -2% | -$18.4K | 0.38% | 69 |
|
|
2017
Q3 | $1.08M | Buy |
17,202
+245
| +1% | +$15.4K | 0.39% | 68 |
|
|
2017
Q2 | $1.04M | Buy |
16,957
+3,910
| +30% | +$240K | 0.39% | 67 |
|
|
2017
Q1 | $791K | Buy |
13,047
+710
| +6% | +$43K | 0.32% | 94 |
|
|
2016
Q4 | $724K | Buy |
12,337
+72
| +0.6% | +$4.23K | 0.31% | 104 |
|
|
2016
Q3 | $734K | Buy |
12,265
+95
| +0.8% | +$5.69K | 0.31% | 104 |
|
|
2016
Q2 | $795K | Buy |
12,170
+170
| +1% | +$11.1K | 0.33% | 105 |
|
|
2016
Q1 | $721K | Buy |
12,000
+256
| +2% | +$15.4K | 0.29% | 120 |
|
|
2015
Q4 | $603K | Buy |
11,744
+1,155
| +11% | +$59.3K | 0.22% | 152 |
|
|
2015
Q3 | $553K | Sell |
10,589
-5,919
| -36% | -$309K | 0.25% | 125 |
|
|
2015
Q2 | $742K | Sell |
16,508
-2,366
| -13% | -$106K | 0.35% | 90 |
|
|
2015
Q1 | $934K | Buy |
18,874
+2,187
| +13% | +$108K | 0.45% | 77 |
|
|
2014
Q4 | $880K | Buy |
16,687
+450
| +3% | +$23.7K | 0.43% | 73 |
|
|
2014
Q3 | $698K | Sell |
16,237
-2,432
| -13% | -$105K | 0.34% | 94 |
|
|
2014
Q2 | $876K | Buy |
+18,669
| New | +$876K | 0.4% | 85 |
|