Benjamin Edwards Inc’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 | $67.7M | Sell |
584,490
-14,657
| -2% | -$1.65M | 0.67% | 26 |
|
|
2025
Q4 | $63.2M | Sell |
599,147
-24,477
| -4% | -$2.71M | 0.7% | 25 |
|
|
2025
Q3 | $71.5M | Buy |
623,624
+5,320
| +0.9% | +$577K | 0.81% | 21 |
|
|
2025
Q2 | $64.4M | Buy |
618,304
+8,598
| +1% | +$915K | 0.82% | 22 |
|
|
2025
Q1 | $66.4M | Buy |
609,706
+34,508
| +6% | +$3.52M | 0.93% | 16 |
|
|
2024
Q4 | $54.1M | Buy |
575,198
+6,569
| +1% | +$637K | 0.77% | 24 |
|
|
2024
Q3 | $54.7M | Buy |
568,629
+511,618
| +897% | +$45.3M | 0.8% | 19 |
|
|
2024
Q2 | $4.47M | Sell |
57,011
-955
| -2% | -$77.6K | 0.86% | 23 |
|
|
2024
Q1 | $4.76M | Sell |
57,966
-368
| -0.6% | -$29.6K | 0.95% | 15 |
|
|
2023
Q4 | $4.91M | Buy |
58,334
+3,648
| +7% | +$300K | 1.07% | 12 |
|
|
2023
Q3 | $4.41M | Sell |
54,686
-369
| -0.7% | -$32.1K | 1.04% | 17 |
|
|
2023
Q2 | $4.86M | Buy |
55,055
+1,009
| +2% | +$93.2K | 1.13% | 14 |
|
|
2023
Q1 | $5.12M | Buy |
54,046
+935
| +2% | +$86.6K | 1.25% | 11 |
|
|
2022
Q4 | $4.98M | Sell |
53,111
-2,214
| -4% | -$205K | 1.31% | 8 |
|
|
2022
Q3 | $4.95M | Buy |
55,325
+233
| +0.4% | +$23.8K | 1.49% | 5 |
|
|
2022
Q2 | $5.54M | Buy |
55,092
+2,899
| +6% | +$294K | 1.63% | 4 |
|
|
2022
Q1 | $5.21M | Sell |
52,193
-2,181
| -4% | -$206K | 1.51% | 5 |
|
|
2021
Q4 | $5.28M | Buy |
54,374
+34,970
| +180% | +$3.2M | 1.71% | 5 |
|
|
2021
Q3 | $1.71M | Buy |
19,404
+7,585
| +64% | +$711K | 1.04% | 16 |
|
|
2021
Q2 | $1.05M | Sell |
11,819
-202
| -2% | -$19K | 0.72% | 44 |
|
|
2021
Q1 | $1.13M | Buy |
12,021
+190
| +2% | +$16.6K | 0.86% | 30 |
|
|
2020
Q4 | $1.09M | Buy |
11,831
+64
| +0.5% | +$6.23K | 0.84% | 31 |
|
|
2020
Q3 | $1.14M | Buy |
11,767
+2,456
| +26% | +$229K | 0.94% | 34 |
|
|
2020
Q2 | $816K | Sell |
9,311
-1,788
| -16% | -$161K | 0.68% | 52 |
|
|
2020
Q1 | $978K | Buy |
11,099
+9,122
| +461% | +$877K | 1.02% | 18 |
|
|
2019
Q4 | $182K | Buy |
1,977
+136
| +7% | +$12.4K | 0.37% | 57 |
|
|
2019
Q3 | $175K | Buy |
1,841
+64
| +4% | +$5.77K | 0.38% | 53 |
|
|
2019
Q2 | $148K | Buy |
1,777
+305
| +21% | +$24.5K | 0.36% | 56 |
|
|
2019
Q1 | $116K | Buy |
+1,472
| New | +$109K | 0.55% | 43 |
|
Other funds holding WEC
VCM
VPM
