Yousif Capital Management’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 | $5.15M | Sell |
49,440
-82
| -0.2% | -$8.54K | 0.06% | 309 |
|
|
2025
Q1 | $5.4M | Sell |
49,522
-243
| -0.5% | -$26.5K | 0.06% | 292 |
|
|
2024
Q4 | $4.68M | Sell |
49,765
-704
| -1% | -$66.2K | 0.05% | 338 |
|
|
2024
Q3 | $4.85M | Sell |
50,469
-363
| -0.7% | -$34.9K | 0.05% | 345 |
|
|
2024
Q2 | $3.99M | Buy |
50,832
+24
| +0% | +$1.88K | 0.05% | 395 |
|
|
2024
Q1 | $4.17M | Sell |
50,808
-1,505
| -3% | -$124K | 0.05% | 419 |
|
|
2023
Q4 | $4.4M | Sell |
52,313
-1,513
| -3% | -$127K | 0.05% | 374 |
|
|
2023
Q3 | $4.34M | Sell |
53,826
-746
| -1% | -$60.1K | 0.06% | 350 |
|
|
2023
Q2 | $4.82M | Buy |
54,572
+231
| +0.4% | +$20.4K | 0.06% | 327 |
|
|
2023
Q1 | $5.15M | Sell |
54,341
-2,561
| -5% | -$243K | 0.07% | 297 |
|
|
2022
Q4 | $5.34M | Buy |
56,902
+1,071
| +2% | +$100K | 0.07% | 286 |
|
|
2022
Q3 | $4.99M | Sell |
55,831
-226
| -0.4% | -$20.2K | 0.07% | 276 |
|
|
2022
Q2 | $5.64M | Sell |
56,057
-580
| -1% | -$58.4K | 0.07% | 259 |
|
|
2022
Q1 | $5.65M | Buy |
56,637
+170
| +0.3% | +$17K | 0.06% | 303 |
|
|
2021
Q4 | $5.48M | Buy |
+56,467
| New | +$5.48M | 0.06% | 348 |
|