First Fiduciary 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 | – | Sell |
-1,850
| Closed | -$202K | – | 75 |
|
2025
Q1 | $202K | Buy |
+1,850
| New | +$202K | 0.04% | 68 |
|
2023
Q2 | – | Sell |
-3,650
| Closed | -$346K | – | 67 |
|
2023
Q1 | $346K | Hold |
3,650
| – | – | 0.08% | 56 |
|
2022
Q4 | $342K | Hold |
3,650
| – | – | 0.07% | 55 |
|
2022
Q3 | $326K | Hold |
3,650
| – | – | 0.08% | 53 |
|
2022
Q2 | $367K | Hold |
3,650
| – | – | 0.08% | 54 |
|
2022
Q1 | $364K | Sell |
3,650
-400
| -10% | -$39.9K | 0.07% | 57 |
|
2021
Q4 | $393K | Hold |
4,050
| – | – | 0.07% | 55 |
|
2021
Q3 | $357K | Sell |
4,050
-800
| -16% | -$70.5K | 0.07% | 55 |
|
2021
Q2 | $431K | Hold |
4,850
| – | – | 0.08% | 51 |
|
2021
Q1 | $454K | Hold |
4,850
| – | – | 0.09% | 51 |
|
2020
Q4 | $446K | Hold |
4,850
| – | – | 0.08% | 48 |
|
2020
Q3 | $470K | Hold |
4,850
| – | – | 0.1% | 47 |
|
2020
Q2 | $425K | Sell |
4,850
-2,820
| -37% | -$247K | 0.07% | 51 |
|
2020
Q1 | $676K | Hold |
7,670
| – | – | 0.18% | 42 |
|
2019
Q4 | $707K | Buy |
+7,670
| New | +$707K | 0.13% | 45 |
|