Enterprise Financial Services Corp (EFSC)’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 | $213K | Buy |
2,047
+62
| +3% | +$6.46K | 0.11% | 146 |
|
|
2025
Q1 | $216K | Buy |
+1,985
| New | +$216K | 0.13% | 135 |
|
|
2022
Q2 | – | Sell |
-2,036
| Closed | -$203K | – | 301 |
|
|
2022
Q1 | $203K | Sell |
2,036
-198
| -9% | -$19.7K | 0.03% | 277 |
|
|
2021
Q4 | $217K | Buy |
+2,234
| New | +$217K | 0.03% | 281 |
|
|
2021
Q3 | – | Sell |
-1,975
| Closed | -$176K | – | 1208 |
|
|
2021
Q2 | $176K | Buy |
1,975
+96
| +5% | +$8.56K | 0.03% | 235 |
|
|
2021
Q1 | $175K | Buy |
1,879
+38
| +2% | +$3.54K | 0.03% | 234 |
|
|
2020
Q4 | $170K | Buy |
1,841
+8
| +0.4% | +$739 | 0.03% | 222 |
|
|
2020
Q3 | $178K | Sell |
1,833
-824
| -31% | -$80K | 0.04% | 220 |
|
|
2020
Q2 | $232K | Sell |
2,657
-2
| -0.1% | -$175 | 0.05% | 188 |
|
|
2020
Q1 | $234K | Sell |
2,659
-91
| -3% | -$8.01K | 0.06% | 173 |
|
|
2019
Q4 | $254K | Hold |
2,750
| – | – | 0.06% | 193 |
|
|
2019
Q3 | $262K | Sell |
2,750
-215
| -7% | -$20.5K | 0.06% | 186 |
|
|
2019
Q2 | $247K | Sell |
2,965
-202
| -6% | -$16.8K | 0.05% | 199 |
|
|
2019
Q1 | $250K | Sell |
3,167
-20
| -0.6% | -$1.58K | 0.05% | 199 |
|
|
2018
Q4 | $221K | Buy |
3,187
+20
| +0.6% | +$1.39K | 0.14% | 117 |
|
|
2018
Q3 | $211K | Buy |
3,167
+257
| +9% | +$17.1K | 0.11% | 131 |
|
|
2018
Q2 | $188K | Sell |
2,910
-93
| -3% | -$6.01K | 0.1% | 143 |
|
|
2018
Q1 | $188K | Buy |
3,003
+203
| +7% | +$12.7K | 0.1% | 148 |
|
|
2017
Q4 | $186K | Hold |
2,800
| – | – | 0.09% | 150 |
|
|
2017
Q3 | $176K | Hold |
2,800
| – | – | 0.09% | 152 |
|
|
2017
Q2 | $172K | Sell |
2,800
-22
| -0.8% | -$1.35K | 0.09% | 152 |
|
|
2017
Q1 | $171K | Buy |
2,822
+22
| +0.8% | +$1.33K | 0.08% | 155 |
|
|
2016
Q4 | $164K | Hold |
2,800
| – | – | 0.08% | 155 |
|
|
2016
Q3 | $168K | Hold |
2,800
| – | – | 0.1% | 147 |
|
|
2016
Q2 | $183K | Hold |
2,800
| – | – | 0.11% | 136 |
|
|
2016
Q1 | $168K | Sell |
2,800
-137
| -5% | -$8.22K | 0.1% | 137 |
|
|
2015
Q4 | $151K | Buy |
2,937
+137
| +5% | +$7.04K | 0.09% | 139 |
|
|
2015
Q3 | $146K | Hold |
2,800
| – | – | 0.09% | 138 |
|
|
2015
Q2 | $126K | Hold |
2,800
| – | – | 0.07% | 150 |
|
|
2015
Q1 | $139K | Hold |
2,800
| – | – | 0.08% | 148 |
|
|
2014
Q4 | $148K | Hold |
2,800
| – | – | 0.09% | 143 |
|
|
2014
Q3 | $120K | Hold |
2,800
| – | – | 0.08% | 155 |
|
|
2014
Q2 | $131K | Hold |
2,800
| – | – | 0.08% | 151 |
|
|
2014
Q1 | $130K | Hold |
2,800
| – | – | 0.08% | 147 |
|
|
2013
Q4 | $116K | Hold |
2,800
| – | – | 0.07% | 157 |
|
|
2013
Q3 | $113K | Hold |
2,800
| – | – | 0.07% | 154 |
|
|
2013
Q2 | $115K | Buy |
+2,800
| New | +$115K | 0.08% | 141 |
|