Horizon Investments’s WEC Energy WEC Stock Holding History

Horizon Investments’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Buy	13,398 +7,267	+119%	+$757K	0.02%	484
2025 Q1	$668K	Buy	6,131 +250	+4%	+$27.2K	0.02%	333
2024 Q4	$553K	Buy	5,881 +109	+2%	+$10.3K	0.02%	352
2024 Q3	$555K	Sell	5,772 -92	-2%	-$8.85K	0.01%	349
2024 Q2	$460K	Buy	5,864 +88	+2%	+$6.9K	0.01%	382
2024 Q1	$470K	Buy	5,776 +77	+1%	+$6.26K	0.01%	373
2023 Q4	$475K	Buy	5,699 +1,386	+32%	+$115K	0.01%	346
2023 Q3	$344K	Buy	4,313 +90	+2%	+$7.18K	0.01%	380
2023 Q2	$369K	Sell	4,223 -45	-1%	-$3.94K	0.01%	371
2023 Q1	$405K	Sell	4,268 -1,542	-27%	-$146K	0.01%	332
2022 Q4	$545K	Sell	5,810 -2,152	-27%	-$202K	0.02%	358
2022 Q3	$712K	Buy	7,962 +2,888	+57%	+$258K	0.02%	274
2022 Q2	$511K	Buy	5,074 +2,297	+83%	+$231K	0.02%	273
2022 Q1	$277K	Buy	2,777 +466	+20%	+$46.5K	0.01%	454
2021 Q4	$224K	Buy	+2,311	New	+$224K	0.01%	443
2021 Q3	–	Sell	-4,769	Closed	-$424K	–	517
2021 Q2	$424K	Buy	4,769 +280	+6%	+$24.9K	0.01%	344
2021 Q1	$420K	Sell	4,489 -7,880	-64%	-$737K	0.02%	327
2020 Q4	$1.14M	Buy	12,369 +1,167	+10%	+$107K	1.3%	24
2020 Q3	$1.09M	Sell	11,202 -5,495	-33%	-$532K	0.04%	172
2020 Q2	$1.46M	Buy	16,697 +12,409	+289%	+$1.09M	0.04%	186
2020 Q1	$378K	Sell	4,288 -766	-15%	-$67.5K	0.02%	211
2019 Q4	$466K	Buy	5,054 +614	+14%	+$56.6K	0.02%	303
2019 Q3	$422K	Sell	4,440 -3,303	-43%	-$314K	0.02%	176
2019 Q2	$646K	Sell	7,743 -9,833	-56%	-$820K	0.02%	200
2019 Q1	$1.39M	Buy	17,576 +4,465	+34%	+$353K	0.05%	148
2018 Q4	$908K	Buy	13,111 +841	+7%	+$58.2K	0.05%	153
2018 Q3	$819K	Buy	12,270 +1,610	+15%	+$107K	0.03%	150
2018 Q2	$689K	Buy	10,660 +1,300	+14%	+$84K	0.03%	170
2018 Q1	$587K	Buy	9,360 +1,152	+14%	+$72.2K	0.03%	141
2017 Q4	$540K	Buy	8,208 +881	+12%	+$58K	0.03%	140
2017 Q3	$456K	Buy	+7,327	New	+$456K	0.03%	130