HPC
HM Payson & Co’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.24M | Buy |
11,398
+985
| +9% | +$107K | 0.02% | 190 |
|
|
2024
Q4 | $979K | Sell |
10,413
-36
| -0.3% | -$3.39K | 0.02% | 216 |
|
|
2024
Q3 | $1M | Sell |
10,449
-469
| -4% | -$45.1K | 0.02% | 216 |
|
|
2024
Q2 | $857K | Buy |
10,918
+5
| +0% | +$392 | 0.02% | 218 |
|
|
2024
Q1 | $896K | Sell |
10,913
-301
| -3% | -$24.7K | 0.02% | 216 |
|
|
2023
Q4 | $944K | Hold |
11,214
| – | – | 0.02% | 210 |
|
|
2023
Q3 | $903K | Buy |
11,214
+201
| +2% | +$16.2K | 0.02% | 210 |
|
|
2023
Q2 | $972K | Hold |
11,013
| – | – | 0.02% | 199 |
|
|
2023
Q1 | $1.04M | Sell |
11,013
-8
| -0.1% | -$758 | 0.03% | 185 |
|
|
2022
Q4 | $1.03M | Buy |
11,021
+321
| +3% | +$30.1K | 0.03% | 184 |
|
|
2022
Q3 | $957K | Sell |
10,700
-100
| -0.9% | -$8.94K | 0.03% | 181 |
|
|
2022
Q2 | $1.09M | Sell |
10,800
-130
| -1% | -$13.1K | 0.03% | 179 |
|
|
2022
Q1 | $1.09M | Sell |
10,930
-15
| -0.1% | -$1.5K | 0.02% | 196 |
|
|
2021
Q4 | $1.06M | Hold |
10,945
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $965K | Hold |
10,945
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $974K | Sell |
10,945
-958
| -8% | -$85.3K | 0.02% | 214 |
|
|
2021
Q1 | $1.11M | Buy |
11,903
+15
| +0.1% | +$1.4K | 0.03% | 194 |
|
|
2020
Q4 | $1.09M | Hold |
11,888
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $1.15M | Hold |
11,888
| – | – | 0.04% | 181 |
|
|
2020
Q2 | $1.04M | Hold |
11,888
| – | – | 0.03% | 180 |
|
|
2020
Q1 | $1.05M | Sell |
11,888
-205
| -2% | -$18.1K | 0.04% | 167 |
|
|
2019
Q4 | $1.12M | Sell |
12,093
-183
| -1% | -$16.9K | 0.04% | 193 |
|
|
2019
Q3 | $1.17M | Hold |
12,276
| – | – | 0.04% | 183 |
|
|
2019
Q2 | $1.02M | Hold |
12,276
| – | – | 0.04% | 196 |
|
|
2019
Q1 | $971K | Buy |
+12,276
| New | +$971K | 0.04% | 173 |
|
|
2018
Q4 | – | Sell |
-11,600
| Closed | -$774K | – | 328 |
|
|
2018
Q3 | $774K | Sell |
11,600
-1,434
| -11% | -$95.7K | 0.03% | 194 |
|
|
2018
Q2 | $842K | Sell |
13,034
-1,861
| -12% | -$120K | 0.04% | 195 |
|
|
2018
Q1 | $934K | Sell |
14,895
-78
| -0.5% | -$4.89K | 0.04% | 184 |
|
|
2017
Q4 | $995K | Buy |
14,973
+1,020
| +7% | +$67.8K | 0.04% | 189 |
|
|
2017
Q3 | $876K | Sell |
13,953
-4,546
| -25% | -$285K | 0.04% | 191 |
|
|
2017
Q2 | $1.14M | Sell |
18,499
-780
| -4% | -$47.9K | 0.05% | 177 |
|
|
2017
Q1 | $1.17M | Sell |
19,279
-48
| -0.2% | -$2.91K | 0.05% | 172 |
|
|
2016
Q4 | $1.13M | Sell |
19,327
-600
| -3% | -$35.2K | 0.05% | 172 |
|
|
2016
Q3 | $1.19M | Sell |
19,927
-452
| -2% | -$27.1K | 0.06% | 165 |
|
|
2016
Q2 | $1.33M | Hold |
20,379
| – | – | 0.07% | 155 |
|
|
2016
Q1 | $1.22M | Sell |
20,379
-225
| -1% | -$13.5K | 0.06% | 159 |
|
|
2015
Q4 | $1.06M | Sell |
20,604
-1,453
| -7% | -$74.5K | 0.05% | 174 |
|
|
2015
Q3 | $1.15M | Buy |
22,057
+148
| +0.7% | +$7.73K | 0.06% | 164 |
|
|
2015
Q2 | $985K | Sell |
21,909
-1,348
| -6% | -$60.6K | 0.05% | 179 |
|
|
2015
Q1 | $1.15M | Sell |
23,257
-2,518
| -10% | -$125K | 0.06% | 168 |
|
|
2014
Q4 | $1.36M | Sell |
25,775
-702
| -3% | -$37K | 0.07% | 158 |
|
|
2014
Q3 | $1.14M | Hold |
26,477
| – | – | 0.06% | 163 |
|
|
2014
Q2 | $1.24M | Buy |
26,477
+2,400
| +10% | +$113K | 0.06% | 159 |
|
|
2014
Q1 | $1.12M | Buy |
24,077
+407
| +2% | +$18.9K | 0.06% | 158 |
|
|
2013
Q4 | $979K | Buy |
23,670
+600
| +3% | +$24.8K | 0.05% | 163 |
|
|
2013
Q3 | $931K | Hold |
23,070
| – | – | 0.05% | 166 |
|
|
2013
Q2 | $946K | Buy |
+23,070
| New | +$946K | 0.06% | 164 |
|