Hendershot Investments’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 | $961K | Sell |
9,218
-151
| -2% | -$15.7K | 0.13% | 62 |
|
|
2025
Q1 | $1.02M | Buy |
9,369
+151
| +2% | +$16.5K | 0.14% | 63 |
|
|
2024
Q4 | $867K | Hold |
9,218
| – | – | 0.12% | 65 |
|
|
2024
Q3 | $887K | Sell |
9,218
-1,228
| -12% | -$118K | 0.12% | 68 |
|
|
2024
Q2 | $820K | Hold |
10,446
| – | – | 0.12% | 66 |
|
|
2024
Q1 | $858K | Hold |
10,446
| – | – | 0.12% | 66 |
|
|
2023
Q4 | $879K | Hold |
10,446
| – | – | 0.14% | 63 |
|
|
2023
Q3 | $841K | Hold |
10,446
| – | – | 0.14% | 65 |
|
|
2023
Q2 | $922K | Hold |
10,446
| – | – | 0.15% | 65 |
|
|
2023
Q1 | $990K | Hold |
10,446
| – | – | 0.17% | 65 |
|
|
2022
Q4 | $979K | Hold |
10,446
| – | – | 0.17% | 74 |
|
|
2022
Q3 | $934K | Sell |
10,446
-700
| -6% | -$62.6K | 0.18% | 72 |
|
|
2022
Q2 | $1.12M | Hold |
11,146
| – | – | 0.2% | 70 |
|
|
2022
Q1 | $1.11M | Hold |
11,146
| – | – | 0.17% | 71 |
|
|
2021
Q4 | $1.08M | Buy |
+11,146
| New | +$1.08M | 0.16% | 76 |
|