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 |
|