Baird Financial Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.1M | Buy |
553,929
+66,731
| +14% | +$7.5M | 0.1% | 146 |
|
|
2025
Q4 | $51.4M | Buy |
487,198
+86,807
| +22% | +$9.61M | 0.08% | 173 |
|
|
2025
Q3 | $45.9M | Buy |
400,391
+13,242
| +3% | +$1.44M | 0.07% | 191 |
|
|
2025
Q2 | $40.3M | Buy |
387,149
+96,747
| +33% | +$10.3M | 0.07% | 227 |
|
|
2025
Q1 | $31.6M | Buy |
290,402
+40,686
| +16% | +$4.16M | 0.06% | 251 |
|
|
2024
Q4 | $23.5M | Buy |
249,716
+4,348
| +2% | +$422K | 0.04% | 310 |
|
|
2024
Q3 | $23.6M | Buy |
245,368
+18,080
| +8% | +$1.6M | 0.05% | 307 |
|
|
2024
Q2 | $17.8M | Buy |
227,288
+5,843
| +3% | +$475K | 0.04% | 347 |
|
|
2024
Q1 | $18.2M | Buy |
221,445
+11,499
| +5% | +$925K | 0.04% | 342 |
|
|
2023
Q4 | $17.7M | Sell |
209,946
-19,577
| -9% | -$1.61M | 0.04% | 335 |
|
|
2023
Q3 | $18.5M | Buy |
229,523
+12,255
| +6% | +$1.06M | 0.05% | 299 |
|
|
2023
Q2 | $19.2M | Sell |
217,268
-122,009
| -36% | -$11.3M | 0.05% | 310 |
|
|
2023
Q1 | $32.2M | Buy |
339,277
+75,151
| +28% | +$6.96M | 0.08% | 236 |
|
|
2022
Q4 | $24.8M | Buy |
264,126
+9,799
| +4% | +$906K | 0.07% | 272 |
|
|
2022
Q3 | $22.7M | Buy |
254,327
+149,498
| +143% | +$15.3M | 0.07% | 269 |
|
|
2022
Q2 | $10.6M | Buy |
104,829
+17,702
| +20% | +$1.79M | 0.03% | 425 |
|
|
2022
Q1 | $8.7M | Buy |
87,127
+706
| +0.8% | +$66.7K | 0.02% | 473 |
|
|
2021
Q4 | $8.39M | Buy |
86,421
+2,910
| +3% | +$266K | 0.02% | 483 |
|
|
2021
Q3 | $7.37M | Buy |
83,511
+4,479
| +6% | +$420K | 0.02% | 496 |
|
|
2021
Q2 | $7.03M | Sell |
79,032
-779
| -1% | -$73.4K | 0.02% | 499 |
|
|
2021
Q1 | $7.47M | Sell |
79,811
-8,210
| -9% | -$716K | 0.02% | 471 |
|
|
2020
Q4 | $8.1M | Sell |
88,021
-42
| -0% | -$4.09K | 0.02% | 426 |
|
|
2020
Q3 | $8.53M | Buy |
88,063
+914
| +1% | +$85.2K | 0.03% | 391 |
|
|
2020
Q2 | $7.64M | Sell |
87,149
-10,556
| -11% | -$952K | 0.03% | 388 |
|
|
2020
Q1 | $8.61M | Sell |
97,705
-14,482
| -13% | -$1.39M | 0.04% | 341 |
|
|
2019
Q4 | $10.3M | Sell |
112,187
-615
| -0.5% | -$56.1K | 0.04% | 371 |
|
|
2019
Q3 | $10.7M | Buy |
112,802
+431
| +0.4% | +$38.8K | 0.04% | 344 |
|
|
2019
Q2 | $9.37M | Buy |
112,371
+11,832
| +12% | +$949K | 0.04% | 372 |
|
|
2019
Q1 | $7.95M | Buy |
100,539
+1,444
| +1% | +$107K | 0.05% | 359 |
|
|
2018
Q4 | $6.86M | Sell |
99,095
-1,878
| -2% | -$132K | 0.05% | 365 |
|
|
2018
Q3 | $6.73M | Buy |
100,973
+2,403
| +2% | +$160K | 0.04% | 388 |
|
|
2018
Q2 | $6.37M | Sell |
98,570
-3,989
| -4% | -$248K | 0.04% | 380 |
|
|
2018
Q1 | $6.43M | Buy |
102,559
+19,438
| +23% | +$1.21M | 0.05% | 367 |
|
|
2017
Q4 | $5.52M | Buy |
83,121
+1,387
| +2% | +$93.1K | 0.04% | 401 |
|
|
2017
Q3 | $5.13M | Buy |
81,734
+1,815
| +2% | +$116K | 0.04% | 412 |
|
|
2017
Q2 | $4.91M | Buy |
79,919
+2,930
| +4% | +$181K | 0.04% | 410 |
|
|
2017
Q1 | $4.67M | Sell |
76,989
-3,790
| -5% | -$223K | 0.04% | 409 |
|
|
2016
Q4 | $4.74M | Sell |
80,779
-2,988
| -4% | -$171K | 0.04% | 383 |
|
|
2016
Q3 | $5.02M | Sell |
83,767
-35,346
| -30% | -$2.21M | 0.04% | 372 |
|
|
2016
Q2 | $7.76M | Buy |
119,113
+9,511
| +9% | +$572K | 0.07% | 277 |
|
|
2016
Q1 | $6.58M | Buy |
109,602
+16,812
| +18% | +$941K | 0.06% | 300 |
|
|
2015
Q4 | $4.76M | Buy |
92,790
+1,649
| +2% | +$84.2K | 0.05% | 348 |
|
|
2015
Q3 | $4.76M | Buy |
91,141
+3,841
| +4% | +$187K | 0.05% | 336 |
|
|
2015
Q2 | $3.93M | Buy |
+87,300
| New | +$4.19M | 0.04% | 405 |
|
Other funds holding WEC
VCM
VPM
