Clifford Swan Investment Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $866K | Sell |
|
|||||
|
2025
Q2 | $787K | Buy |
|
|||||
|
2025
Q1 | $823K | Hold |
|
|||||
|
2024
Q4 | $710K | Hold |
|
|||||
|
2024
Q3 | $727K | Buy |
|
|||||
|
2024
Q2 | $560K | Hold |
|
|||||
|
2024
Q1 | $587K | Hold |
|
|||||
|
2023
Q4 | $601K | Hold |
|
|||||
|
2023
Q3 | $575K | Hold |
|
|||||
|
2023
Q2 | $630K | Hold |
|
|||||
|
2023
Q1 | $677K | Hold |
|
|||||
|
2022
Q4 | $670K | Hold |
|
|||||
|
2022
Q3 | $639K | Hold |
|
|||||
|
2022
Q2 | $719K | Hold |
|
|||||
|
2022
Q1 | $713K | Hold |
|
|||||
|
2021
Q4 | $693K | Hold |
|
|||||
|
2021
Q3 | $645K | Sell |
|
|||||
|
2021
Q2 | $751K | Hold |
|
|||||
|
2021
Q1 | $734K | Hold |
|
|||||
|
2020
Q4 | $722K | Sell |
|
|||||
|
2020
Q3 | $900K | Sell |
|
|||||
|
2020
Q2 | $902K | Hold |
|
|||||
|
2020
Q1 | $907K | Hold |
|
|||||
|
2019
Q4 | $949K | Sell |
|
|||||
|
2019
Q3 | $1.01M | Sell |
|
|||||
|
2019
Q2 | $928K | Hold |
|
|||||
|
2019
Q1 | $880K | Hold |
|
|||||
|
2018
Q4 | $771K | Sell |
|
|||||
|
2018
Q3 | $776K | Hold |
|
|||||
|
2018
Q2 | $752K | Hold |
|
|||||
|
2018
Q1 | $729K | Hold |
|
|||||
|
2017
Q4 | $772K | Hold |
|
|||||
|
2017
Q3 | $730K | Sell |
|
|||||
|
2017
Q2 | $898K | Hold |
|
|||||
|
2017
Q1 | $887K | Sell |
|
|||||
|
2016
Q4 | $887K | Hold |
|
|||||
|
2016
Q3 | $906K | Hold |
|
|||||
|
2016
Q2 | $988K | Sell |
|
|||||
|
2016
Q1 | $1.03M | Sell |
|
|||||
|
2015
Q4 | $881K | Hold |
|
|||||
|
2015
Q3 | $897K | Sell |
|
|||||
|
2015
Q2 | $777K | Sell |
|
|||||
|
2015
Q1 | $880K | Hold |
|
|||||
|
2014
Q4 | $938K | Sell |
|
|||||
|
2014
Q3 | $900K | Buy |
|
|||||
|
2014
Q2 | $797K | Buy |
|
|||||
|
2014
Q1 | $723K | Buy |
|
|||||
|
2013
Q4 | $625K | Hold |
|
|||||
|
2013
Q3 | $611K | Hold |
|
|||||
|
2013
Q2 | $620K | Buy |
|