Beese Fulmer Investment 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 | $309K | Sell |
2,968
-26
| -0.9% | -$2.71K | 0.02% | 230 |
|
|
2025
Q1 | $326K | Buy |
2,994
+366
| +14% | +$39.9K | 0.03% | 195 |
|
|
2024
Q4 | $247K | Hold |
2,628
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $253K | Hold |
2,628
| – | – | 0.02% | 203 |
|
|
2024
Q2 | $206K | Hold |
2,628
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $216K | Hold |
2,628
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $221K | Hold |
2,628
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $212K | Hold |
2,628
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $232K | Hold |
2,628
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $249K | Hold |
2,628
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $246K | Hold |
2,628
| – | – | 0.03% | 193 |
|
|
2022
Q3 | $235K | Hold |
2,628
| – | – | 0.03% | 186 |
|
|
2022
Q2 | $264K | Hold |
2,628
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $262K | Hold |
2,628
| – | – | 0.03% | 196 |
|
|
2021
Q4 | $255K | Hold |
2,628
| – | – | 0.03% | 207 |
|
|
2021
Q3 | $232K | Hold |
2,628
| – | – | 0.03% | 206 |
|
|
2021
Q2 | $234K | Hold |
2,628
| – | – | 0.03% | 198 |
|
|
2021
Q1 | $246K | Hold |
2,628
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $242K | Hold |
2,628
| – | – | 0.03% | 182 |
|
|
2020
Q3 | $255K | Hold |
2,628
| – | – | 0.04% | 169 |
|
|
2020
Q2 | $230K | Hold |
2,628
| – | – | 0.03% | 170 |
|
|
2020
Q1 | $232K | Hold |
2,628
| – | – | 0.04% | 157 |
|
|
2019
Q4 | $242K | Hold |
2,628
| – | – | 0.03% | 176 |
|
|
2019
Q3 | $250K | Hold |
2,628
| – | – | 0.04% | 175 |
|
|
2019
Q2 | $219K | Hold |
2,628
| – | – | 0.04% | 161 |
|
|
2019
Q1 | $208K | Buy |
+2,628
| New | +$208K | 0.04% | 167 |
|