EIG
Ellenbecker Investment Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
20,022
+1,235
| +7% | +$129K | 0.34% | 24 |
|
|
2025
Q1 | $2.05M | Buy |
18,787
+76
| +0.4% | +$8.28K | 0.37% | 27 |
|
|
2024
Q4 | $1.76M | Sell |
18,711
-9
| -0% | -$846 | 0.31% | 32 |
|
|
2024
Q3 | $1.8M | Buy |
18,720
+45
| +0.2% | +$4.33K | 0.34% | 29 |
|
|
2024
Q2 | $1.47M | Buy |
18,675
+324
| +2% | +$25.4K | 0.29% | 32 |
|
|
2024
Q1 | $1.51M | Sell |
18,351
-845
| -4% | -$69.4K | 0.32% | 30 |
|
|
2023
Q4 | $1.62M | Sell |
19,196
-159
| -0.8% | -$13.4K | 0.37% | 27 |
|
|
2023
Q3 | $1.56M | Sell |
19,355
-775
| -4% | -$62.4K | 0.4% | 28 |
|
|
2023
Q2 | $1.78M | Sell |
20,130
-23
| -0.1% | -$2.03K | 0.45% | 27 |
|
|
2023
Q1 | $1.91M | Sell |
20,153
-130
| -0.6% | -$12.3K | 0.52% | 25 |
|
|
2022
Q4 | $1.9M | Buy |
20,283
+443
| +2% | +$41.5K | 0.56% | 21 |
|
|
2022
Q3 | $1.77M | Sell |
19,840
-273
| -1% | -$24.4K | 0.56% | 22 |
|
|
2022
Q2 | $2.02M | Buy |
20,113
+69
| +0.3% | +$6.94K | 0.62% | 19 |
|
|
2022
Q1 | $2M | Buy |
20,044
+557
| +3% | +$55.6K | 0.57% | 20 |
|
|
2021
Q4 | $1.89M | Sell |
19,487
-181
| -0.9% | -$17.6K | 0.52% | 20 |
|
|
2021
Q3 | $1.73M | Buy |
19,668
+1,109
| +6% | +$97.8K | 0.54% | 21 |
|
|
2021
Q2 | $1.65M | Buy |
18,559
+515
| +3% | +$45.8K | 0.54% | 22 |
|
|
2021
Q1 | $1.69M | Buy |
18,044
+922
| +5% | +$86.3K | 0.59% | 23 |
|
|
2020
Q4 | $1.58M | Buy |
17,122
+844
| +5% | +$77.7K | 0.58% | 21 |
|
|
2020
Q3 | $1.58M | Buy |
16,278
+1,645
| +11% | +$159K | 0.67% | 20 |
|
|
2020
Q2 | $1.28M | Buy |
14,633
+47
| +0.3% | +$4.12K | 0.64% | 21 |
|
|
2020
Q1 | $1.29M | Buy |
14,586
+27
| +0.2% | +$2.38K | 0.81% | 17 |
|
|
2019
Q4 | $1.34M | Buy |
14,559
+413
| +3% | +$38.1K | 0.7% | 19 |
|
|
2019
Q3 | $1.35M | Buy |
14,146
+156
| +1% | +$14.8K | 0.76% | 19 |
|
|
2019
Q2 | $1.17M | Sell |
13,990
-281
| -2% | -$23.4K | 0.68% | 17 |
|
|
2019
Q1 | $1.13M | Buy |
14,271
+1,777
| +14% | +$141K | 0.72% | 16 |
|
|
2018
Q4 | $865K | Sell |
12,494
-280
| -2% | -$19.4K | 0.67% | 22 |
|
|
2018
Q3 | $852K | Buy |
12,774
+62
| +0.5% | +$4.14K | 0.63% | 22 |
|
|
2018
Q2 | $822K | Sell |
12,712
-214
| -2% | -$13.8K | 0.65% | 21 |
|
|
2018
Q1 | $810K | Sell |
12,926
-145
| -1% | -$9.09K | 0.67% | 22 |
|
|
2017
Q4 | $868K | Buy |
+13,071
| New | +$868K | 0.73% | 22 |
|