KLCM 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
$4.15M Buy
39,811
+1,825
+5% +$190K 0.44% 42
2025
Q1
$4.14M Buy
37,986
+124
+0.3% +$13.5K 0.48% 44
2024
Q4
$3.56M Buy
37,862
+2,267
+6% +$213K 0.41% 41
2024
Q3
$3.42M Sell
35,595
-1,605
-4% -$154K 0.41% 41
2024
Q2
$2.92M Buy
37,200
+1,258
+4% +$98.7K 0.36% 40
2024
Q1
$2.95M Buy
35,942
+1,611
+5% +$132K 0.38% 43
2023
Q4
$2.89M Buy
34,331
+722
+2% +$60.8K 0.45% 39
2023
Q3
$2.71M Buy
33,609
+71
+0.2% +$5.72K 0.51% 42
2023
Q2
$2.96M Buy
33,538
+382
+1% +$33.7K 0.58% 40
2023
Q1
$3.14M Sell
33,156
-9,893
-23% -$938K 0.62% 39
2022
Q4
$4.04M Buy
43,049
+11,455
+36% +$1.07M 0.82% 34
2022
Q3
$2.83M Sell
31,594
-1,201
-4% -$107K 0.66% 38
2022
Q2
$3.3M Buy
32,795
+2,411
+8% +$243K 0.73% 36
2022
Q1
$3.03M Sell
30,384
-30
-0.1% -$3K 0.64% 34
2021
Q4
$2.95M Buy
30,414
+4,980
+20% +$483K 0.64% 35
2021
Q3
$2.24M Hold
25,434
0.48% 36
2021
Q2
$2.26M Hold
25,434
0.5% 33
2021
Q1
$2.38M Hold
25,434
0.54% 33
2020
Q4
$2.34M Hold
25,434
0.58% 33
2020
Q3
$2.47M Hold
25,434
0.72% 32
2020
Q2
$2.23M Hold
25,434
0.63% 32
2020
Q1
$2.24M Sell
25,434
-3,098
-11% -$273K 0.71% 28
2019
Q4
$2.63M Buy
28,532
+15,390
+117% +$1.42M 0.58% 31
2019
Q3
$1.25M Sell
13,142
-836
-6% -$79.5K 0.32% 39
2019
Q2
$1.17M Sell
13,978
-3,987
-22% -$332K 0.29% 40
2019
Q1
$1.42M Sell
17,965
-885
-5% -$70K 0.35% 34
2018
Q4
$1.31M Buy
18,850
+761
+4% +$52.7K 0.38% 34
2018
Q3
$1.21M Hold
18,089
0.3% 37
2018
Q2
$1.17M Buy
18,089
+12,352
+215% +$798K 0.31% 35
2018
Q1
$360K Sell
5,737
-700
-11% -$43.9K 0.1% 64
2017
Q4
$428K Hold
6,437
0.11% 59
2017
Q3
$404K Sell
6,437
-600
-9% -$37.7K 0.11% 59
2017
Q2
$432K Buy
7,037
+300
+4% +$18.4K 0.12% 55
2017
Q1
$408K Sell
6,737
-662
-9% -$40.1K 0.12% 51
2016
Q4
$434K Buy
7,399
+1,100
+17% +$64.5K 0.13% 47
2016
Q3
$377K Buy
6,299
+925
+17% +$55.4K 0.12% 52
2016
Q2
$351K Buy
5,374
+400
+8% +$26.1K 0.12% 55
2016
Q1
$299K Sell
4,974
-338
-6% -$20.3K 0.1% 56
2015
Q4
$273K Hold
5,312
0.1% 54
2015
Q3
$277K Sell
5,312
-2,058
-28% -$107K 0.1% 52
2015
Q2
$331K Buy
7,370
+1,841
+33% +$82.7K 0.08% 69
2015
Q1
$274K Buy
+5,529
New +$274K 0.08% 59