Crawford Investment Counsel’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
$114M Sell
1,094,011
-29,978
-3% -$3.12M 1.99% 9
2025
Q1
$122M Sell
1,123,989
-27,712
-2% -$3.02M 2.17% 7
2024
Q4
$108M Sell
1,151,701
-18,014
-2% -$1.69M 1.95% 11
2024
Q3
$113M Buy
1,169,715
+43,545
+4% +$4.19M 1.92% 10
2024
Q2
$88.4M Buy
1,126,170
+16,095
+1% +$1.26M 1.68% 20
2024
Q1
$91.2M Buy
1,110,075
+297,408
+37% +$24.4M 1.7% 18
2023
Q4
$68.4M Buy
812,667
+506,861
+166% +$42.7M 1.37% 33
2023
Q3
$24.6M Buy
305,806
+7,954
+3% +$641K 0.53% 54
2023
Q2
$26.3M Buy
297,852
+6,844
+2% +$604K 0.53% 51
2023
Q1
$27.6M Buy
291,008
+169,712
+140% +$16.1M 0.59% 46
2022
Q4
$11.4M Sell
121,296
-6,981
-5% -$655K 0.24% 78
2022
Q3
$11.5M Sell
128,277
-5,806
-4% -$519K 0.27% 78
2022
Q2
$13.5M Sell
134,083
-9,190
-6% -$925K 0.3% 78
2022
Q1
$14.3M Buy
143,273
+1,056
+0.7% +$105K 0.28% 80
2021
Q4
$13.8M Buy
142,217
+2,543
+2% +$247K 0.26% 80
2021
Q3
$12.3M Buy
139,674
+10,163
+8% +$896K 0.25% 79
2021
Q2
$11.5M Buy
129,511
+10,817
+9% +$962K 0.23% 82
2021
Q1
$11.1M Sell
118,694
-65,981
-36% -$6.18M 0.25% 78
2020
Q4
$17M Buy
184,675
+57,138
+45% +$5.26M 0.42% 55
2020
Q3
$12.4M Buy
127,537
+46,535
+57% +$4.51M 0.34% 67
2020
Q2
$7.1M Sell
81,002
-3,103
-4% -$272K 0.2% 75
2020
Q1
$7.41M Sell
84,105
-13,535
-14% -$1.19M 0.25% 75
2019
Q4
$9.01M Sell
97,640
-1,867
-2% -$172K 0.23% 80
2019
Q3
$9.46M Sell
99,507
-51,657
-34% -$4.91M 0.26% 74
2019
Q2
$12.6M Sell
151,164
-1,479
-1% -$123K 0.36% 64
2019
Q1
$12.1M Sell
152,643
-43,998
-22% -$3.48M 0.36% 62
2018
Q4
$13.6M Sell
196,641
-13,257
-6% -$918K 0.46% 53
2018
Q3
$14M Buy
209,898
+61,905
+42% +$4.13M 0.43% 55
2018
Q2
$9.57M Buy
+147,993
New +$9.57M 0.3% 69