Investment House LLC’s WEC Energy WEC Stock Holding History

Investment House LLC’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	$761K	Hold	7,300	–	–	0.04%	155
2025 Q1	$796K	Hold	7,300	–	–	0.05%	150
2024 Q4	$686K	Hold	7,300	–	–	0.04%	149
2024 Q3	$702K	Hold	7,300	–	–	0.04%	157
2024 Q2	$573K	Hold	7,300	–	–	0.03%	154
2024 Q1	$599K	Hold	7,300	–	–	0.04%	154
2023 Q4	$614K	Hold	7,300	–	–	0.04%	140
2023 Q3	$588K	Hold	7,300	–	–	0.05%	135
2023 Q2	$644K	Hold	7,300	–	–	0.05%	135
2023 Q1	$692K	Hold	7,300	–	–	0.06%	130
2022 Q4	$684K	Hold	7,300	–	–	0.06%	116
2022 Q3	$653K	Hold	7,300	–	–	0.06%	124
2022 Q2	$735K	Hold	7,300	–	–	0.06%	114
2022 Q1	$729K	Hold	7,300	–	–	0.05%	120
2021 Q4	$709K	Hold	7,300	–	–	0.05%	129
2021 Q3	$644K	Hold	7,300	–	–	0.05%	132
2021 Q2	$649K	Hold	7,300	–	–	0.05%	139
2021 Q1	$683K	Sell	7,300 -303	-4%	-$28.3K	0.05%	127
2020 Q4	$700K	Hold	7,603	–	–	0.05%	139
2020 Q3	$737K	Hold	7,603	–	–	0.06%	130
2020 Q2	$666K	Buy	7,603 +303	+4%	+$26.5K	0.06%	126
2020 Q1	$643K	Hold	7,300	–	–	0.07%	117
2019 Q4	$673K	Hold	7,300	–	–	0.06%	136
2019 Q3	$694K	Hold	7,300	–	–	0.07%	128
2019 Q2	$609K	Hold	7,300	–	–	0.06%	131
2019 Q1	$577K	Hold	7,300	–	–	0.06%	135
2018 Q4	$506K	Hold	7,300	–	–	0.06%	128
2018 Q3	$487K	Hold	7,300	–	–	0.05%	136
2018 Q2	$472K	Hold	7,300	–	–	0.05%	139
2018 Q1	$458K	Hold	7,300	–	–	0.06%	139
2017 Q4	$485K	Hold	7,300	–	–	0.06%	138
2017 Q3	$458K	Hold	7,300	–	–	0.06%	141
2017 Q2	$448K	Hold	7,300	–	–	0.06%	145
2017 Q1	$443K	Hold	7,300	–	–	0.06%	145
2016 Q4	$428K	Sell	7,300 -400	-5%	-$23.5K	0.07%	141
2016 Q3	$461K	Hold	7,700	–	–	0.07%	148
2016 Q2	$503K	Hold	7,700	–	–	0.08%	135
2016 Q1	$463K	Hold	7,700	–	–	0.07%	136
2015 Q4	$395K	Hold	7,700	–	–	0.06%	136
2015 Q3	$402K	Hold	7,700	–	–	0.07%	130
2015 Q2	$346K	Hold	7,700	–	–	0.06%	139
2015 Q1	$381K	Hold	7,700	–	–	0.06%	133
2014 Q4	$406K	Hold	7,700	–	–	0.07%	132
2014 Q3	$331K	Hold	7,700	–	–	0.06%	134
2014 Q2	$361K	Hold	7,700	–	–	0.06%	129
2014 Q1	$358K	Hold	7,700	–	–	0.06%	128
2013 Q4	$318K	Sell	7,700 -350	-4%	-$14.5K	0.06%	129
2013 Q3	$325K	Hold	8,050	–	–	0.07%	123
2013 Q2	$330K	Buy	+8,050	New	+$330K	0.07%	115