Kesler Norman & Wride’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 | $602K | Buy |
5,776
+6
| +0.1% | +$625 | 0.11% | 176 |
|
|
2025
Q1 | $629K | Sell |
5,770
-1,151
| -17% | -$125K | 0.12% | 169 |
|
|
2024
Q4 | $651K | Sell |
6,921
-596
| -8% | -$56K | 0.14% | 154 |
|
|
2024
Q3 | $723K | Sell |
7,517
-5,976
| -44% | -$575K | 0.14% | 134 |
|
|
2024
Q2 | $1.06M | Sell |
13,493
-4,977
| -27% | -$391K | 0.22% | 100 |
|
|
2024
Q1 | $1.52M | Buy |
18,470
+1,149
| +7% | +$94.4K | 0.32% | 89 |
|
|
2023
Q4 | $1.46M | Buy |
17,321
+456
| +3% | +$38.4K | 0.33% | 86 |
|
|
2023
Q3 | $1.36M | Sell |
16,865
-280
| -2% | -$22.6K | 0.34% | 89 |
|
|
2023
Q2 | $1.51M | Buy |
17,145
+261
| +2% | +$23K | 0.37% | 85 |
|
|
2023
Q1 | $1.6M | Buy |
16,884
+1,193
| +8% | +$113K | 0.4% | 81 |
|
|
2022
Q4 | $1.47M | Buy |
15,691
+5,713
| +57% | +$536K | 0.38% | 86 |
|
|
2022
Q3 | $892K | Buy |
9,978
+44
| +0.4% | +$3.93K | 0.25% | 98 |
|
|
2022
Q2 | $1M | Buy |
9,934
+96
| +1% | +$9.66K | 0.28% | 92 |
|
|
2022
Q1 | $982K | Buy |
9,838
+44
| +0.4% | +$4.39K | 0.22% | 103 |
|
|
2021
Q4 | $951K | Buy |
9,794
+169
| +2% | +$16.4K | 0.2% | 106 |
|
|
2021
Q3 | $849K | Buy |
9,625
+14
| +0.1% | +$1.24K | 0.2% | 113 |
|
|
2021
Q2 | $905K | Buy |
9,611
+35
| +0.4% | +$3.3K | 0.21% | 115 |
|
|
2021
Q1 | $896K | Buy |
9,576
+1,200
| +14% | +$112K | 0.22% | 113 |
|
|
2020
Q4 | $771K | Buy |
+8,376
| New | +$771K | 0.21% | 109 |
|