Dimensional Fund Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $149M | Buy |
1,286,276
+42,403
| +3% | +$4.76M | 0.03% | 782 |
|
|
2025
Q4 | $131M | Buy |
1,243,873
+26,870
| +2% | +$2.98M | 0.03% | 862 |
|
|
2025
Q3 | $139M | Buy |
1,217,003
+30,280
| +3% | +$3.28M | 0.03% | 814 |
|
|
2025
Q2 | $124M | Buy |
1,186,723
+3,297
| +0.3% | +$351K | 0.03% | 850 |
|
|
2025
Q1 | $129M | Buy |
1,183,426
+3,975
| +0.3% | +$406K | 0.03% | 771 |
|
|
2024
Q4 | $111M | Buy |
1,179,451
+29,438
| +3% | +$2.85M | 0.03% | 943 |
|
|
2024
Q3 | $111M | Buy |
1,150,013
+32,082
| +3% | +$2.84M | 0.03% | 958 |
|
|
2024
Q2 | $87.7M | Buy |
1,117,931
+160,128
| +17% | +$13M | 0.02% | 1066 |
|
|
2024
Q1 | $78.7M | Sell |
957,803
-6,347
| -0.7% | -$510K | 0.02% | 1139 |
|
|
2023
Q4 | $81.2M | Sell |
964,150
-18,749
| -2% | -$1.54M | 0.02% | 1074 |
|
|
2023
Q3 | $79.2M | Sell |
982,899
-4,808
| -0.5% | -$418K | 0.03% | 996 |
|
|
2023
Q2 | $87.2M | Buy |
987,707
+18,904
| +2% | +$1.75M | 0.03% | 946 |
|
|
2023
Q1 | $91.8M | Sell |
968,803
-7,247
| -0.7% | -$671K | 0.03% | 875 |
|
|
2022
Q4 | $91.5K | Buy |
976,050
+22,755
| +2% | +$2.1M | 0.03% | 841 |
|
|
2022
Q3 | $85.3M | Buy |
953,295
+63,780
| +7% | +$6.52M | 0.03% | 818 |
|
|
2022
Q2 | $89.5M | Buy |
889,515
+41,110
| +5% | +$4.17M | 0.03% | 825 |
|
|
2022
Q1 | $84.7M | Buy |
848,405
+65,287
| +8% | +$6.17M | 0.03% | 969 |
|
|
2021
Q4 | $76M | Buy |
783,118
+2,997
| +0.4% | +$274K | 0.02% | 1094 |
|
|
2021
Q3 | $68.8M | Sell |
780,121
-1,479
| -0.2% | -$139K | 0.02% | 1143 |
|
|
2021
Q2 | $69.5M | Sell |
781,600
-606
| -0.1% | -$57.1K | 0.02% | 1155 |
|
|
2021
Q1 | $73.2M | Sell |
782,206
-22,362
| -3% | -$1.95M | 0.02% | 1100 |
|
|
2020
Q4 | $74M | Buy |
804,568
+6,228
| +0.8% | +$606K | 0.03% | 1034 |
|
|
2020
Q3 | $77.4M | Buy |
798,340
+8,579
| +1% | +$799K | 0.03% | 793 |
|
|
2020
Q2 | $69.2M | Sell |
789,761
-83,860
| -10% | -$7.57M | 0.03% | 878 |
|
|
2020
Q1 | $77M | Sell |
873,621
-63,450
| -7% | -$6.1M | 0.04% | 617 |
|
|
2019
Q4 | $86.4M | Sell |
937,071
-1,549
| -0.2% | -$141K | 0.03% | 853 |
|
|
2019
Q3 | $89.3M | Buy |
938,620
+63,128
| +7% | +$5.69M | 0.03% | 774 |
|
|
2019
Q2 | $73M | Buy |
875,492
+21,170
| +2% | +$1.7M | 0.03% | 1010 |
|
|
2019
Q1 | $67.6M | Buy |
854,322
+27,836
| +3% | +$2.07M | 0.03% | 1059 |
|
|
2018
Q4 | $57.2M | Buy |
826,486
+77,650
| +10% | +$5.45M | 0.03% | 1073 |
|
|
2018
Q3 | $50M | Buy |
748,836
+15,712
| +2% | +$1.05M | 0.02% | 1464 |
|
|
2018
Q2 | $47.4M | Buy |
733,124
+10,043
| +1% | +$624K | 0.02% | 1488 |
|
|
2018
Q1 | $45.3M | Buy |
723,081
+5,661
| +0.8% | +$351K | 0.02% | 1455 |
|
|
2017
Q4 | $47.7M | Buy |
717,420
+3,850
| +0.5% | +$258K | 0.02% | 1404 |
|
|
2017
Q3 | $44.8M | Sell |
713,570
-3,790
| -0.5% | -$242K | 0.02% | 1419 |
|
|
2017
Q2 | $44M | Buy |
717,360
+7,741
| +1% | +$478K | 0.02% | 1382 |
|
|
2017
Q1 | $43M | Buy |
709,619
+34,005
| +5% | +$2M | 0.02% | 1349 |
|
|
2016
Q4 | $39.6M | Sell |
675,614
-319
| -0% | -$18.3K | 0.02% | 1386 |
|
|
2016
Q3 | $40.5M | Buy |
675,933
+19,263
| +3% | +$1.2M | 0.02% | 1267 |
|
|
2016
Q2 | $42.9M | Buy |
656,670
+2,714
| +0.4% | +$163K | 0.02% | 1140 |
|
|
2016
Q1 | $39.3M | Buy |
653,956
+10,247
| +2% | +$574K | 0.02% | 1193 |
|
|
2015
Q4 | $33M | Buy |
643,709
+8,645
| +1% | +$441K | 0.02% | 1299 |
|
|
2015
Q3 | $33.2M | Buy |
635,064
+224,323
| +55% | +$10.9M | 0.02% | 1228 |
|
|
2015
Q2 | $18.5M | Buy |
410,741
+69,921
| +21% | +$3.36M | 0.01% | 1912 |
|
|
2015
Q1 | $16.9M | Buy |
340,820
+37,929
| +13% | +$1.98M | 0.01% | 1938 |
|
|
2014
Q4 | $16M | Buy |
302,891
+4,418
| +1% | +$217K | 0.01% | 1958 |
|
|
2014
Q3 | $12.8M | Sell |
298,473
-4,117
| -1% | -$183K | 0.01% | 2010 |
|
|
2014
Q2 | $14.2M | Buy |
302,590
+2,906
| +1% | +$135K | 0.01% | 1951 |
|
|
2014
Q1 | $13.9M | Buy |
299,684
+559
| +0.2% | +$24.1K | 0.01% | 1914 |
|
|
2013
Q4 | $12.4M | Buy |
299,125
+11,820
| +4% | +$490K | 0.01% | 1997 |
|
|
2013
Q3 | $11.6M | Buy |
287,305
+9,407
| +3% | +$392K | 0.01% | 1985 |
|
|
2013
Q2 | $11.4M | Buy |
+277,898
| New | +$11.8M | 0.01% | 1892 |
|
Other funds holding WEC
VCM
VPM
