Becker Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,587
| Closed | -$386K | – | 273 |
|
|
2023
Q4 | $386K | Sell |
4,587
-557
| -11% | -$45.9K | 0.01% | 212 |
|
|
2023
Q3 | $414K | Buy |
5,144
+107
| +2% | +$9.3K | 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% | +$83.2K | 0.02% | 144 |
|
|
2022
Q3 | $370K | Hold |
4,137
| – | – | 0.02% | 159 |
|
|
2022
Q2 | $416K | Sell |
4,137
-150
| -3% | -$15.2K | 0.02% | 155 |
|
|
2022
Q1 | $428K | Hold |
4,287
| – | – | 0.02% | 163 |
|
|
2021
Q4 | $416K | Sell |
4,287
-14
| -0.3% | -$1.28K | 0.02% | 159 |
|
|
2021
Q3 | $379K | Sell |
4,301
-113
| -3% | -$10.6K | 0.02% | 163 |
|
|
2021
Q2 | $393K | Sell |
4,414
-376
| -8% | -$35.4K | 0.02% | 159 |
|
|
2021
Q1 | $448K | Hold |
4,790
| – | – | 0.02% | 153 |
|
|
2020
Q4 | $441K | Sell |
4,790
-391
| -8% | -$38K | 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% | +$49.8K | 0.01% | 124 |
|
|
2017
Q2 | $270K | Hold |
4,400
| – | – | 0.01% | 120 |
|
|
2017
Q1 | $267K | Sell |
4,400
-484
| -10% | -$28.5K | 0.01% | 122 |
|
|
2016
Q4 | $286K | Sell |
4,884
-86
| -2% | -$4.93K | 0.01% | 125 |
|
|
2016
Q3 | $298K | Buy |
4,970
+570
| +13% | +$35.6K | 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 | +$214K | 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 | +$216K | 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 | +$190K | 0.01% | 136 |
|
Other funds holding WEC
Becker Capital Management's WEC Position: Q1 2024 in Review
Becker Capital Management sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 4,587 shares — an estimated $386K sold.
Becker Capital Management first reported a position in WEC in Q1 2014 and held it in 38 quarters. The position peaked at $502K in Q3 2020. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.
- Becker Capital Management reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
- Becker Capital Management sold 4,587 WEC Energy shares in Q1 2024, an estimated $386K.
- Becker Capital Management first reported a position in WEC Energy in Q1 2014 and held it in 38 quarters.
- Becker Capital Management's WEC Energy position peaked at $502K in Q3 2020.
- 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.
Based on Becker Capital Management's 13F filing for Q1 2024, filed 15 May 2024.