ICW Investment Advisors’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 | $1.43M | Buy |
13,730
+237
| +2% | +$24.7K | 0.57% | 70 |
|
|
2025
Q1 | $1.47M | Buy |
13,493
+16
| +0.1% | +$1.74K | 0.6% | 71 |
|
|
2024
Q4 | $1.27M | Buy |
13,477
+255
| +2% | +$24K | 0.53% | 75 |
|
|
2024
Q3 | $1.27M | Buy |
13,222
+182
| +1% | +$17.5K | 0.53% | 80 |
|
|
2024
Q2 | $1.02M | Sell |
13,040
-266
| -2% | -$20.9K | 0.46% | 85 |
|
|
2024
Q1 | $1.09M | Buy |
13,306
+320
| +2% | +$26.3K | 0.49% | 82 |
|
|
2023
Q4 | $1.09M | Buy |
12,986
+425
| +3% | +$35.8K | 0.53% | 77 |
|
|
2023
Q3 | $1.01M | Buy |
12,561
+815
| +7% | +$65.7K | 0.54% | 74 |
|
|
2023
Q2 | $1.04M | Buy |
11,746
+363
| +3% | +$32K | 0.56% | 75 |
|
|
2023
Q1 | $1.08M | Buy |
11,383
+545
| +5% | +$51.7K | 0.61% | 69 |
|
|
2022
Q4 | $1.02M | Buy |
10,838
+67
| +0.6% | +$6.28K | 0.61% | 68 |
|
|
2022
Q3 | $963K | Buy |
10,771
+65
| +0.6% | +$5.81K | 0.65% | 65 |
|
|
2022
Q2 | $1.08M | Buy |
10,706
+39
| +0.4% | +$3.92K | 0.69% | 62 |
|
|
2022
Q1 | $1.07M | Buy |
10,667
+150
| +1% | +$15K | 0.61% | 69 |
|
|
2021
Q4 | $1.02M | Buy |
10,517
+592
| +6% | +$57.5K | 0.57% | 70 |
|
|
2021
Q3 | $875K | Buy |
9,925
+155
| +2% | +$13.7K | 0.56% | 71 |
|
|
2021
Q2 | $869K | Buy |
9,770
+231
| +2% | +$20.5K | 0.57% | 73 |
|
|
2021
Q1 | $893K | Buy |
9,539
+653
| +7% | +$61.1K | 0.61% | 69 |
|
|
2020
Q4 | $805K | Sell |
8,886
-247
| -3% | -$22.4K | 0.58% | 70 |
|
|
2020
Q3 | $885K | Buy |
9,133
+218
| +2% | +$21.1K | 0.66% | 61 |
|
|
2020
Q2 | $781K | Buy |
8,915
+288
| +3% | +$25.2K | 0.64% | 67 |
|
|
2020
Q1 | $760K | Buy |
8,627
+270
| +3% | +$23.8K | 0.72% | 60 |
|
|
2019
Q4 | $771K | Buy |
+8,357
| New | +$771K | 0.63% | 69 |
|