Becker Capital Management’s WEC Energy WEC Stock Holding History

Becker Capital Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,587	Closed	-$386K	–	273
2023 Q4	$386K	Sell	4,587 -557	-11%	-$46.9K	0.01%	212
2023 Q3	$414K	Buy	5,144 +107	+2%	+$8.62K	0.02%	206
2023 Q2	$444K	Hold	5,037	–	–	0.02%	213
2023 Q1	$477K	Hold	5,037	–	–	0.02%	195
2022 Q4	$472K	Buy	5,037 +900	+22%	+$84.4K	0.02%	144
2022 Q3	$370K	Hold	4,137	–	–	0.02%	159
2022 Q2	$416K	Sell	4,137 -150	-3%	-$15.1K	0.02%	155
2022 Q1	$428K	Hold	4,287	–	–	0.02%	163
2021 Q4	$416K	Sell	4,287 -14	-0.3%	-$1.36K	0.02%	159
2021 Q3	$379K	Sell	4,301 -113	-3%	-$9.96K	0.02%	163
2021 Q2	$393K	Sell	4,414 -376	-8%	-$33.5K	0.02%	159
2021 Q1	$448K	Hold	4,790	–	–	0.02%	153
2020 Q4	$441K	Sell	4,790 -391	-8%	-$36K	0.02%	146
2020 Q3	$502K	Hold	5,181	–	–	0.03%	133
2020 Q2	$454K	Hold	5,181	–	–	0.03%	131
2020 Q1	$457K	Hold	5,181	–	–	0.03%	131
2019 Q4	$478K	Hold	5,181	–	–	0.02%	136
2019 Q3	$493K	Hold	5,181	–	–	0.02%	128
2019 Q2	$432K	Hold	5,181	–	–	0.02%	136
2019 Q1	$410K	Hold	5,181	–	–	0.02%	148
2018 Q4	$359K	Hold	5,181	–	–	0.01%	143
2018 Q3	$346K	Hold	5,181	–	–	0.01%	147
2018 Q2	$335K	Hold	5,181	–	–	0.01%	131
2018 Q1	$325K	Hold	5,181	–	–	0.01%	139
2017 Q4	$344K	Hold	5,181	–	–	0.01%	128
2017 Q3	$325K	Buy	5,181 +781	+18%	+$49K	0.01%	124
2017 Q2	$270K	Hold	4,400	–	–	0.01%	120
2017 Q1	$267K	Sell	4,400 -484	-10%	-$29.4K	0.01%	122
2016 Q4	$286K	Sell	4,884 -86	-2%	-$5.04K	0.01%	125
2016 Q3	$298K	Buy	4,970 +570	+13%	+$34.2K	0.01%	115
2016 Q2	$287K	Hold	4,400	–	–	0.01%	118
2016 Q1	$264K	Hold	4,400	–	–	0.01%	115
2015 Q4	$226K	Hold	4,400	–	–	0.01%	127
2015 Q3	$230K	Buy	+4,400	New	+$230K	0.01%	120
2015 Q2	–	Sell	-4,400	Closed	-$218K	–	146
2015 Q1	$218K	Hold	4,400	–	–	0.01%	131
2014 Q4	$232K	Buy	+4,400	New	+$232K	0.01%	132
2014 Q3	–	Sell	-4,400	Closed	-$206K	–	155
2014 Q2	$206K	Hold	4,400	–	–	0.01%	140
2014 Q1	$205K	Buy	+4,400	New	+$205K	0.01%	136