Vaughan Nelson Mid Cap Fund WEC Holdings History
Vaughan Nelson Mid Cap Fund's WEC Energy Group Inc Holding Summary
As of 2025-03-31, Vaughan Nelson Mid Cap Fund held 42,540.00 shares of WEC Energy Group Inc(WEC), totaling $4.64 Mil. This investment constitutes 2.21% of their stock portfolio, and Vaughan Nelson Mid Cap Fund now holds 0.01% of the outstanding WEC Energy Group Inc(WEC) stock.
The initial trade took place in 2019Q3. And since then Vaughan Nelson Mid Cap Fund has made 2 purchases of WEC, at an average price of $93.55, for a total of 192,600.00 shares. In addition, there have been 4 sales at an average price of $87.82 for 150,060.00 shares. Based on historical transaction data and WEC's current price of $107.82, Vaughan Nelson Mid Cap Fund's estimated gain on his WEC holdings is $-252,215.70, reflecting a -1.40% gain to date.
Vaughan Nelson Mid Cap Fund WEC ($107.82) Holding Chart
Vaughan Nelson Mid Cap Fund WEC ($107.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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