Horizon Investment Services’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 | $395K | Buy |
3,791
+318
| +9% | +$33.1K | 0.17% | 78 |
|
|
2025
Q1 | $379K | Buy |
+3,473
| New | +$379K | 0.18% | 79 |
|
|
2019
Q3 | – | Sell |
-8,420
| Closed | -$702K | – | 103 |
|
|
2019
Q2 | $702K | Sell |
8,420
-174
| -2% | -$14.5K | 0.48% | 50 |
|
|
2019
Q1 | $680K | Sell |
8,594
-657
| -7% | -$52K | 0.46% | 50 |
|
|
2018
Q4 | $641K | Sell |
9,251
-2,342
| -20% | -$162K | 0.51% | 46 |
|
|
2018
Q3 | $774K | Sell |
11,593
-435
| -4% | -$29K | 0.4% | 49 |
|
|
2018
Q2 | $778K | Sell |
12,028
-120
| -1% | -$7.76K | 0.39% | 57 |
|
|
2018
Q1 | $762K | Buy |
12,148
+179
| +1% | +$11.2K | 0.34% | 58 |
|
|
2017
Q4 | $795K | Buy |
+11,969
| New | +$795K | 0.33% | 59 |
|