CPIA
Cornell Pochily Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
12,493
+511
| +4% | +$53.2K | 0.43% | 66 |
|
|
2025
Q1 | $1.31M | Sell |
11,982
-427
| -3% | -$46.5K | 0.46% | 61 |
|
|
2024
Q4 | $1.17M | Sell |
12,409
-286
| -2% | -$26.9K | 0.41% | 65 |
|
|
2024
Q3 | $1.22M | Sell |
12,695
-97
| -0.8% | -$9.33K | 0.42% | 65 |
|
|
2024
Q2 | $1M | Buy |
12,792
+410
| +3% | +$32.2K | 0.38% | 69 |
|
|
2024
Q1 | $1.02M | Buy |
12,382
+971
| +9% | +$79.7K | 0.4% | 70 |
|
|
2023
Q4 | $960K | Buy |
11,411
+3,214
| +39% | +$271K | 0.4% | 72 |
|
|
2023
Q3 | $660K | Sell |
8,197
-100
| -1% | -$8.06K | 0.29% | 91 |
|
|
2023
Q2 | $732K | Sell |
8,297
-1
| -0% | -$88 | 0.3% | 89 |
|
|
2023
Q1 | $787K | Hold |
8,298
| – | – | 0.34% | 85 |
|
|
2022
Q4 | $778K | Sell |
8,298
-352
| -4% | -$33K | 0.35% | 84 |
|
|
2022
Q3 | $774K | Hold |
8,650
| – | – | 0.34% | 81 |
|
|
2022
Q2 | $871K | Sell |
8,650
-112
| -1% | -$11.3K | 0.39% | 76 |
|
|
2022
Q1 | $875K | Sell |
8,762
-170
| -2% | -$17K | 0.34% | 83 |
|
|
2021
Q4 | $867K | Sell |
8,932
-514
| -5% | -$49.9K | 0.34% | 80 |
|
|
2021
Q3 | $833K | Hold |
9,446
| – | – | 0.36% | 79 |
|
|
2021
Q2 | $840K | Sell |
9,446
-50
| -0.5% | -$4.45K | 0.37% | 80 |
|
|
2021
Q1 | $889K | Hold |
9,496
| – | – | 0.43% | 66 |
|
|
2020
Q4 | $874K | Sell |
9,496
-120
| -1% | -$11K | 0.42% | 66 |
|
|
2020
Q3 | $932K | Sell |
9,616
-225
| -2% | -$21.8K | 0.53% | 52 |
|
|
2020
Q2 | $863K | Sell |
9,841
-50
| -0.5% | -$4.39K | 0.54% | 51 |
|
|
2020
Q1 | $872K | Sell |
9,891
-30
| -0.3% | -$2.65K | 0.65% | 45 |
|
|
2019
Q4 | $915K | Sell |
9,921
-320
| -3% | -$29.5K | 0.55% | 52 |
|
|
2019
Q3 | $974K | Sell |
10,241
-419
| -4% | -$39.9K | 0.62% | 48 |
|
|
2019
Q2 | $889 | Sell |
10,660
-749
| -7% | -$62 | 0.22% | 61 |
|
|
2019
Q1 | $902K | Sell |
11,409
-126
| -1% | -$9.96K | 0.62% | 47 |
|
|
2018
Q4 | $799K | Hold |
11,535
| – | – | 0.52% | 56 |
|
|
2018
Q3 | $770K | Sell |
11,535
-446
| -4% | -$29.8K | 0.52% | 55 |
|
|
2018
Q2 | $774K | Sell |
11,981
-300
| -2% | -$19.4K | 0.53% | 55 |
|
|
2018
Q1 | $770K | Hold |
12,281
| – | – | 0.55% | 58 |
|
|
2017
Q4 | $815K | Buy |
+12,281
| New | +$815K | 0.53% | 58 |
|