Farmers & Merchants Investments Inc’s WEC Energy WEC Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.13M	Sell	30,018 -1,000	-3%	-$104K	0.09%	145
2025 Q1	$3.38M	Sell	31,018 -500	-2%	-$54.5K	0.11%	145
2024 Q4	$2.96M	Hold	31,518	–	–	0.09%	152
2024 Q3	$3.03M	Hold	31,518	–	–	0.09%	150
2024 Q2	$2.47M	Sell	31,518 -4,000	-11%	-$314K	0.08%	154
2024 Q1	$2.92M	Sell	35,518 -1,500	-4%	-$123K	0.1%	154
2023 Q4	$3.12M	Sell	37,018 -14,000	-27%	-$1.18M	0.11%	145
2023 Q3	$4.11M	Sell	51,018 -506	-1%	-$40.8K	0.16%	130
2023 Q2	$4.55M	Hold	51,524	–	–	0.17%	127
2023 Q1	$4.88M	Buy	51,524 +11	+0%	+$1.04K	0.19%	122
2022 Q4	$4.83M	Hold	51,513	–	–	0.2%	120
2022 Q3	$4.61M	Sell	51,513 -1,960	-4%	-$175K	0.21%	114
2022 Q2	$5.38M	Hold	53,473	–	–	0.23%	112
2022 Q1	$5.34M	Sell	53,473 -700	-1%	-$69.9K	0.2%	118
2021 Q4	$5.26M	Sell	54,173 -7,037	-11%	-$683K	0.2%	121
2021 Q3	$5.4M	Sell	61,210 -1,000	-2%	-$88.2K	0.23%	109
2021 Q2	$5.53M	Sell	62,210 -307	-0.5%	-$27.3K	0.25%	112
2021 Q1	$5.85M	Sell	62,517 -13,000	-17%	-$1.22M	0.28%	107
2020 Q4	$6.95M	Hold	75,517	–	–	0.36%	90
2020 Q3	$7.32M	Sell	75,517 -6,993	-8%	-$678K	0.44%	75
2020 Q2	$7.23M	Buy	82,510 +16	+0%	+$1.4K	0.47%	71
2020 Q1	$7.27M	Sell	82,494 -296	-0.4%	-$26.1K	0.56%	60
2019 Q4	$7.64M	Hold	82,790	–	–	0.47%	76
2019 Q3	$7.87M	Hold	82,790	–	–	0.5%	70
2019 Q2	$6.9M	Buy	82,790 +13	+0%	+$1.08K	0.44%	76
2019 Q1	$6.55M	Sell	82,777 -1,991	-2%	-$157K	0.44%	77
2018 Q4	$5.87M	Hold	84,768	–	–	0.45%	78
2018 Q3	$5.66M	Sell	84,768 -3,989	-4%	-$266K	0.39%	87
2018 Q2	$5.74M	Hold	88,757	–	–	0.42%	84
2018 Q1	$5.57M	Sell	88,757 -8,896	-9%	-$558K	0.42%	81
2017 Q4	$6.49M	Buy	97,653 +896	+0.9%	+$59.5K	0.47%	69
2017 Q3	$6.07M	Buy	96,757 +39	+0%	+$2.45K	0.48%	70
2017 Q2	$5.94M	Buy	96,718 +1,800	+2%	+$110K	0.49%	68
2017 Q1	$5.76M	Sell	94,918 -6,937	-7%	-$421K	0.51%	67
2016 Q4	$5.97M	Buy	101,855 +2,000	+2%	+$117K	0.55%	58
2016 Q3	$5.98M	Buy	99,855 +14,374	+17%	+$861K	0.63%	54
2016 Q2	$5.58M	Buy	85,481 +3,000	+4%	+$196K	0.62%	56
2016 Q1	$4.96M	Sell	82,481 -19	-0%	-$1.14K	0.58%	64
2015 Q4	$4.23M	Buy	82,500 +19	+0%	+$975	0.53%	69
2015 Q3	$4.31M	Hold	82,481	–	–	0.59%	62
2015 Q2	$3.71M	Hold	82,481	–	–	0.47%	73
2015 Q1	$4.08M	Buy	82,481 +81	+0.1%	+$4.01K	0.51%	65
2014 Q4	$4.35M	Sell	82,400 -2,000	-2%	-$105K	0.54%	61
2014 Q3	$3.63M	Buy	84,400 +200	+0.2%	+$8.6K	0.48%	71
2014 Q2	$3.95M	Hold	84,200	–	–	0.53%	64
2014 Q1	$3.92M	Buy	84,200 +2,000	+2%	+$93.1K	0.55%	64
2013 Q4	$3.4M	Buy	82,200 +4,000	+5%	+$165K	0.49%	74
2013 Q3	$3.16M	Buy	78,200 +8,466	+12%	+$342K	0.5%	71
2013 Q2	$2.86M	Buy	+69,734	New	+$2.86M	0.44%	81