BFEC
Benjamin F. Edwards & Company’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $39.4M | Buy |
501,902
+16,026
| +3% | +$1.26M | 0.69% | 32 |
|
|
2024
Q1 | $39.9M | Buy |
485,876
+44,273
| +10% | +$3.64M | 0.72% | 33 |
|
|
2023
Q4 | $37.2M | Buy |
441,603
+421,731
| +2,122% | +$35.5M | 0.75% | 26 |
|
|
2023
Q3 | $1.6M | Buy |
19,872
+160
| +0.8% | +$12.9K | 0.06% | 274 |
|
|
2023
Q2 | $1.74M | Sell |
19,712
-766
| -4% | -$67.6K | 0.07% | 262 |
|
|
2023
Q1 | $1.94M | Buy |
20,478
+536
| +3% | +$50.8K | 0.08% | 233 |
|
|
2022
Q4 | $1.87M | Buy |
19,942
+1,213
| +6% | +$114K | 0.08% | 227 |
|
|
2022
Q3 | $1.68M | Sell |
18,729
-86
| -0.5% | -$7.69K | 0.08% | 230 |
|
|
2022
Q2 | $1.89M | Buy |
18,815
+748
| +4% | +$75.3K | 0.09% | 220 |
|
|
2022
Q1 | $1.8M | Buy |
18,067
+2,097
| +13% | +$209K | 0.08% | 247 |
|
|
2021
Q4 | $1.55M | Buy |
15,970
+47
| +0.3% | +$4.56K | 0.07% | 269 |
|
|
2021
Q3 | $1.4M | Sell |
15,923
-1,935
| -11% | -$171K | 0.07% | 270 |
|
|
2021
Q2 | $1.59M | Sell |
17,858
-506
| -3% | -$45K | 0.08% | 255 |
|
|
2021
Q1 | $1.72M | Sell |
18,364
-828
| -4% | -$77.5K | 0.09% | 227 |
|
|
2020
Q4 | $1.77M | Sell |
19,192
-2,041
| -10% | -$188K | 0.1% | 211 |
|
|
2020
Q3 | $2.06M | Buy |
21,233
+3,173
| +18% | +$307K | 0.14% | 168 |
|
|
2020
Q2 | $1.58M | Sell |
18,060
-1,264
| -7% | -$111K | 0.11% | 193 |
|
|
2020
Q1 | $1.7M | Sell |
19,324
-1,860
| -9% | -$164K | 0.15% | 153 |
|
|
2019
Q4 | $1.95M | Sell |
21,184
-678
| -3% | -$62.5K | 0.14% | 178 |
|
|
2019
Q3 | $2.08M | Buy |
21,862
+2,466
| +13% | +$235K | 0.16% | 161 |
|
|
2019
Q2 | $1.62M | Buy |
19,396
+538
| +3% | +$44.9K | 0.14% | 174 |
|
|
2019
Q1 | $1.49M | Buy |
18,858
+224
| +1% | +$17.7K | 0.14% | 170 |
|
|
2018
Q4 | $1.29M | Buy |
18,634
+3,849
| +26% | +$267K | 0.13% | 169 |
|
|
2018
Q3 | $987K | Buy |
14,785
+3,334
| +29% | +$223K | 0.09% | 230 |
|
|
2018
Q2 | $740K | Buy |
11,451
+473
| +4% | +$30.6K | 0.07% | 270 |
|
|
2018
Q1 | $688K | Sell |
10,978
-1,065
| -9% | -$66.7K | 0.07% | 273 |
|
|
2017
Q4 | $800K | Buy |
12,043
+687
| +6% | +$45.6K | 0.08% | 240 |
|
|
2017
Q3 | $713K | Buy |
11,356
+2,586
| +29% | +$162K | 0.09% | 233 |
|
|
2017
Q2 | $538K | Buy |
8,770
+400
| +5% | +$24.5K | 0.07% | 259 |
|
|
2017
Q1 | $507K | Sell |
8,370
-829
| -9% | -$50.2K | 0.07% | 255 |
|
|
2016
Q4 | $540K | Buy |
9,199
+2,929
| +47% | +$172K | 0.09% | 233 |
|
|
2016
Q3 | $375K | Sell |
6,270
-245
| -4% | -$14.7K | 0.07% | 258 |
|
|
2016
Q2 | $425K | Buy |
6,515
+85
| +1% | +$5.55K | 0.08% | 227 |
|
|
2016
Q1 | $386K | Sell |
6,430
-305
| -5% | -$18.3K | 0.08% | 228 |
|
|
2015
Q4 | $346K | Buy |
6,735
+95
| +1% | +$4.88K | 0.07% | 235 |
|
|
2015
Q3 | $347K | Sell |
6,640
-770
| -10% | -$40.2K | 0.08% | 237 |
|
|
2015
Q2 | $333K | Buy |
7,410
+1,300
| +21% | +$58.4K | 0.07% | 264 |
|
|
2015
Q1 | $302K | Buy |
6,110
+801
| +15% | +$39.6K | 0.06% | 271 |
|
|
2014
Q4 | $280K | Buy |
5,309
+1,459
| +38% | +$76.9K | 0.07% | 261 |
|
|
2014
Q3 | $166K | Buy |
3,850
+127
| +3% | +$5.48K | 0.04% | 326 |
|
|
2014
Q2 | $175K | Sell |
3,723
-1,120
| -23% | -$52.6K | 0.04% | 311 |
|
|
2014
Q1 | $225K | Buy |
4,843
+136
| +3% | +$6.32K | 0.06% | 270 |
|
|
2013
Q4 | $195K | Buy |
4,707
+574
| +14% | +$23.8K | 0.07% | 247 |
|
|
2013
Q3 | $167K | Sell |
4,133
-77
| -2% | -$3.11K | 0.06% | 250 |
|
|
2013
Q2 | $173K | Buy |
+4,210
| New | +$173K | 0.07% | 231 |
|