Courier Capital’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 | $426K | Sell |
4,086
-95
| -2% | -$9.9K | 0.03% | 297 |
|
|
2025
Q1 | $456K | Hold |
4,181
| – | – | 0.03% | 277 |
|
|
2024
Q4 | $393K | Hold |
4,181
| – | – | 0.03% | 286 |
|
|
2024
Q3 | $402K | Sell |
4,181
-25
| -0.6% | -$2.41K | 0.03% | 269 |
|
|
2024
Q2 | $330K | Hold |
4,206
| – | – | 0.03% | 267 |
|
|
2024
Q1 | $345K | Sell |
4,206
-1,362
| -24% | -$112K | 0.03% | 286 |
|
|
2023
Q4 | $469K | Sell |
5,568
-2
| -0% | -$168 | 0.04% | 246 |
|
|
2023
Q3 | $449K | Hold |
5,570
| – | – | 0.04% | 247 |
|
|
2023
Q2 | $491K | Hold |
5,570
| – | – | 0.04% | 246 |
|
|
2023
Q1 | $528K | Hold |
5,570
| – | – | 0.06% | 171 |
|
|
2022
Q4 | $522K | Hold |
5,570
| – | – | 0.06% | 172 |
|
|
2022
Q3 | $498K | Hold |
5,570
| – | – | 0.06% | 168 |
|
|
2022
Q2 | $561K | Hold |
5,570
| – | – | 0.07% | 160 |
|
|
2022
Q1 | $556K | Sell |
5,570
-550
| -9% | -$54.9K | 0.06% | 172 |
|
|
2021
Q4 | $594K | Hold |
6,120
| – | – | 0.06% | 174 |
|
|
2021
Q3 | $540K | Hold |
6,120
| – | – | 0.05% | 179 |
|
|
2021
Q2 | $544K | Hold |
6,120
| – | – | 0.05% | 182 |
|
|
2021
Q1 | $573K | Hold |
6,120
| – | – | 0.06% | 170 |
|
|
2020
Q4 | $563K | Hold |
6,120
| – | – | 0.06% | 165 |
|
|
2020
Q3 | $626K | Hold |
6,120
| – | – | 0.08% | 149 |
|
|
2020
Q2 | $552K | Hold |
6,120
| – | – | 0.07% | 155 |
|
|
2020
Q1 | $582K | Hold |
6,120
| – | – | 0.09% | 132 |
|
|
2019
Q4 | $563K | Hold |
6,120
| – | – | 0.07% | 160 |
|
|
2019
Q3 | $580K | Sell |
6,120
-120
| -2% | -$11.4K | 0.08% | 152 |
|
|
2019
Q2 | $520K | Hold |
6,240
| – | – | 0.07% | 162 |
|
|
2019
Q1 | $493K | Hold |
6,240
| – | – | 0.06% | 161 |
|
|
2018
Q4 | $432K | Hold |
6,240
| – | – | 0.06% | 162 |
|
|
2018
Q3 | $417K | Sell |
6,240
-480
| -7% | -$32.1K | 0.05% | 183 |
|
|
2018
Q2 | $434K | Sell |
6,720
-480
| -7% | -$31K | 0.06% | 180 |
|
|
2018
Q1 | $451K | Hold |
7,200
| – | – | 0.06% | 170 |
|
|
2017
Q4 | $478K | Hold |
7,200
| – | – | 0.06% | 168 |
|
|
2017
Q3 | $452K | Hold |
7,200
| – | – | 0.06% | 158 |
|
|
2017
Q2 | $442K | Sell |
7,200
-2,631
| -27% | -$162K | 0.08% | 161 |
|
|
2017
Q1 | $596K | Sell |
9,831
-52
| -0.5% | -$3.15K | 0.1% | 134 |
|
|
2016
Q4 | $580K | Buy |
9,883
+2,683
| +37% | +$157K | 0.11% | 129 |
|
|
2016
Q3 | $431K | Hold |
7,200
| – | – | 0.09% | 160 |
|
|
2016
Q2 | $470K | Hold |
7,200
| – | – | 0.09% | 154 |
|
|
2016
Q1 | $433K | Hold |
7,200
| – | – | 0.09% | 154 |
|
|
2015
Q4 | $369K | Hold |
7,200
| – | – | 0.08% | 177 |
|
|
2015
Q3 | $376K | Hold |
7,200
| – | – | 0.08% | 168 |
|
|
2015
Q2 | $324K | Hold |
7,200
| – | – | 0.07% | 200 |
|
|
2015
Q1 | $356K | Hold |
7,200
| – | – | 0.07% | 192 |
|
|
2014
Q4 | $380K | Sell |
7,200
-100
| -1% | -$5.28K | 0.08% | 183 |
|
|
2014
Q3 | $314K | Hold |
7,300
| – | – | 0.06% | 206 |
|
|
2014
Q2 | $343K | Hold |
7,300
| – | – | 0.07% | 202 |
|
|
2014
Q1 | $340K | Hold |
7,300
| – | – | 0.07% | 194 |
|
|
2013
Q4 | $302K | Sell |
7,300
-30
| -0.4% | -$1.24K | 0.06% | 217 |
|
|
2013
Q3 | $296K | Hold |
7,330
| – | – | 0.07% | 209 |
|
|
2013
Q2 | $300K | Buy |
+7,330
| New | +$300K | 0.07% | 201 |
|