HDIM
Hanson & Doremus Investment Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
3,659
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $399K | Hold |
3,659
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $344K | Sell |
3,659
-51
| -1% | -$4.8K | 0.05% | 139 |
|
|
2024
Q3 | $357K | Hold |
3,710
| – | – | 0.06% | 136 |
|
|
2024
Q2 | $291K | Sell |
3,710
-237
| -6% | -$18.6K | 0.05% | 150 |
|
|
2024
Q1 | $324K | Hold |
3,947
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $332K | Hold |
3,947
| – | – | 0.06% | 137 |
|
|
2023
Q3 | $318K | Hold |
3,947
| – | – | 0.07% | 134 |
|
|
2023
Q2 | $348K | Hold |
3,947
| – | – | 0.07% | 134 |
|
|
2023
Q1 | $374K | Sell |
3,947
-172
| -4% | -$16.3K | 0.08% | 127 |
|
|
2022
Q4 | $386K | Hold |
4,119
| – | – | 0.08% | 137 |
|
|
2022
Q3 | $368K | Buy |
4,119
+172
| +4% | +$15.4K | 0.1% | 124 |
|
|
2022
Q2 | $397K | Hold |
3,947
| – | – | 0.1% | 124 |
|
|
2022
Q1 | $394K | Hold |
3,947
| – | – | 0.08% | 132 |
|
|
2021
Q4 | $383K | Hold |
3,947
| – | – | 0.08% | 137 |
|
|
2021
Q3 | $348K | Buy |
3,947
+124
| +3% | +$10.9K | 0.08% | 134 |
|
|
2021
Q2 | $370K | Buy |
3,823
+113
| +3% | +$10.9K | 0.11% | 120 |
|
|
2021
Q1 | $347K | Sell |
3,710
-113
| -3% | -$10.6K | 0.08% | 146 |
|
|
2020
Q4 | $352K | Hold |
3,823
| – | – | 0.09% | 136 |
|
|
2020
Q3 | $370K | Hold |
3,823
| – | – | 0.11% | 120 |
|
|
2020
Q2 | $335K | Hold |
3,823
| – | – | 0.11% | 129 |
|
|
2020
Q1 | $337K | Hold |
3,823
| – | – | 0.11% | 128 |
|
|
2019
Q4 | $353K | Hold |
3,823
| – | – | 0.1% | 137 |
|
|
2019
Q3 | $364K | Hold |
3,823
| – | – | 0.11% | 130 |
|
|
2019
Q2 | $319K | Hold |
3,823
| – | – | 0.1% | 133 |
|
|
2019
Q1 | $302K | Hold |
3,823
| – | – | 0.1% | 140 |
|
|
2018
Q4 | $265K | Hold |
3,823
| – | – | 0.1% | 143 |
|
|
2018
Q3 | $255K | Sell |
3,823
-302
| -7% | -$20.1K | 0.08% | 157 |
|
|
2018
Q2 | $267K | Hold |
4,125
| – | – | 0.09% | 149 |
|
|
2018
Q1 | $259K | Buy |
4,125
+2,125
| +106% | +$133K | 0.08% | 170 |
|
|
2017
Q4 | $133K | Buy |
+2,000
| New | +$133K | 0.04% | 213 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$123K | – | 500 |
|
|
2017
Q2 | $123K | Hold |
2,000
| – | – | 0.05% | 208 |
|
|
2017
Q1 | $121K | Sell |
2,000
-1,000
| -33% | -$60.5K | 0.05% | 204 |
|
|
2016
Q4 | $176K | Hold |
3,000
| – | – | 0.08% | 169 |
|
|
2016
Q3 | $180K | Hold |
3,000
| – | – | 0.08% | 160 |
|
|
2016
Q2 | $196K | Hold |
3,000
| – | – | 0.09% | 158 |
|
|
2016
Q1 | $180K | Hold |
3,000
| – | – | 0.08% | 160 |
|
|
2015
Q4 | $154K | Hold |
3,000
| – | – | 0.07% | 180 |
|
|
2015
Q3 | $157K | Hold |
3,000
| – | – | 0.08% | 170 |
|
|
2015
Q2 | $135K | Hold |
3,000
| – | – | 0.06% | 190 |
|
|
2015
Q1 | $149K | Sell |
3,000
-170
| -5% | -$8.44K | 0.06% | 187 |
|
|
2014
Q4 | $167K | Hold |
3,170
| – | – | 0.07% | 177 |
|
|
2014
Q3 | $136K | Hold |
3,170
| – | – | 0.06% | 190 |
|
|
2014
Q2 | $149K | Hold |
3,170
| – | – | 0.07% | 183 |
|
|
2014
Q1 | $148K | Hold |
3,170
| – | – | 0.07% | 182 |
|
|
2013
Q4 | $131K | Hold |
3,170
| – | – | 0.06% | 182 |
|
|
2013
Q3 | $128K | Hold |
3,170
| – | – | 0.06% | 181 |
|
|
2013
Q2 | $130K | Buy |
+3,170
| New | +$130K | 0.07% | 169 |
|