Hutner Capital Management’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 | $565K | Hold |
5,427
| – | – | 0.26% | 39 |
|
2025
Q1 | $591K | Hold |
5,427
| – | – | 0.25% | 39 |
|
2024
Q4 | $510K | Hold |
5,427
| – | – | 0.25% | 38 |
|
2024
Q3 | $522K | Hold |
5,427
| – | – | 0.26% | 40 |
|
2024
Q2 | $426K | Hold |
5,427
| – | – | 0.23% | 39 |
|
2024
Q1 | $446K | Hold |
5,427
| – | – | 0.24% | 39 |
|
2023
Q4 | $457K | Buy |
5,427
+736
| +16% | +$61.9K | 0.27% | 39 |
|
2023
Q3 | $378K | Buy |
4,691
+640
| +16% | +$51.6K | 0.23% | 39 |
|
2023
Q2 | $357K | Buy |
4,051
+244
| +6% | +$21.5K | 0.21% | 39 |
|
2023
Q1 | $361K | Hold |
3,807
| – | – | 0.22% | 39 |
|
2022
Q4 | $357K | Hold |
3,807
| – | – | 0.22% | 39 |
|
2022
Q3 | $340K | Hold |
3,807
| – | – | 0.24% | 40 |
|
2022
Q2 | $383K | Hold |
3,807
| – | – | 0.25% | 40 |
|
2022
Q1 | $380K | Hold |
3,807
| – | – | 0.22% | 42 |
|
2021
Q4 | $370K | Hold |
3,807
| – | – | 0.22% | 44 |
|
2021
Q3 | $336K | Sell |
3,807
-18
| -0.5% | -$1.59K | 0.22% | 44 |
|
2021
Q2 | $340K | Hold |
3,825
| – | – | 0.22% | 43 |
|
2021
Q1 | $358K | Hold |
3,825
| – | – | 0.23% | 41 |
|
2020
Q4 | $352K | Hold |
3,825
| – | – | 0.25% | 41 |
|
2020
Q3 | $371K | Hold |
3,825
| – | – | 0.28% | 39 |
|
2020
Q2 | $335K | Hold |
3,825
| – | – | 0.28% | 37 |
|
2020
Q1 | $337K | Hold |
3,825
| – | – | 0.31% | 35 |
|
2019
Q4 | $353K | Hold |
3,825
| – | – | 0.24% | 38 |
|
2019
Q3 | $364K | Hold |
3,825
| – | – | 0.26% | 37 |
|
2019
Q2 | $319K | Hold |
3,825
| – | – | 0.23% | 38 |
|
2019
Q1 | $302K | Hold |
3,825
| – | – | 0.22% | 37 |
|
2018
Q4 | $265K | Hold |
3,825
| – | – | 0.21% | 38 |
|
2018
Q3 | $255K | Hold |
3,825
| – | – | 0.19% | 40 |
|
2018
Q2 | $247K | Hold |
3,825
| – | – | 0.19% | 39 |
|
2018
Q1 | $240K | Hold |
3,825
| – | – | 0.19% | 39 |
|
2017
Q4 | $254K | Hold |
3,825
| – | – | 0.18% | 41 |
|
2017
Q3 | $240K | Hold |
3,825
| – | – | 0.18% | 42 |
|
2017
Q2 | $235K | Hold |
3,825
| – | – | 0.18% | 42 |
|
2017
Q1 | $232K | Sell |
3,825
-165
| -4% | -$10K | 0.18% | 42 |
|
2016
Q4 | $234K | Sell |
3,990
-175
| -4% | -$10.3K | 0.19% | 42 |
|
2016
Q3 | $249K | Buy |
+4,165
| New | +$249K | 0.21% | 40 |
|