Laffer Tengler Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,424
| Closed | -$112K | – | 346 |
|
|
2024
Q2 | $112K | Hold |
1,424
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $117K | Sell |
1,424
-33
| -2% | -$2.65K | 0.03% | 179 |
|
|
2023
Q4 | $123K | Buy |
1,457
+33
| +2% | +$2.72K | 0.03% | 173 |
|
|
2023
Q3 | $115K | Hold |
1,424
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $126K | Hold |
1,424
| – | – | 0.03% | 239 |
|
|
2023
Q1 | $135K | Hold |
1,424
| – | – | 0.04% | 239 |
|
|
2022
Q4 | $134K | Hold |
1,424
| – | – | 0.04% | 229 |
|
|
2022
Q3 | $127K | Hold |
1,424
| – | – | 0.05% | 197 |
|
|
2022
Q2 | $143K | Hold |
1,424
| – | – | 0.05% | 196 |
|
|
2022
Q1 | $142K | Hold |
1,424
| – | – | 0.04% | 218 |
|
|
2021
Q4 | $138K | Hold |
1,424
| – | – | 0.04% | 232 |
|
|
2021
Q3 | $126K | Buy |
+1,424
| New | +$134K | 0.04% | 258 |
|
|
2021
Q2 | – | Sell |
-1,424
| Closed | -$133K | – | 405 |
|
|
2021
Q1 | $133K | Hold |
1,424
| – | – | 0.05% | 205 |
|
|
2020
Q4 | $129K | Hold |
1,424
| – | – | 0.05% | 181 |
|
|
2020
Q3 | $138K | Hold |
1,424
| – | – | 0.07% | 160 |
|
|
2020
Q2 | $125K | Buy |
+1,424
| New | +$128K | 0.07% | 149 |
|
|
2017
Q3 | – | Sell |
-13,421
| Closed | -$824K | – | 207 |
|
|
2017
Q2 | $824K | Sell |
13,421
-55
| -0.4% | -$3.4K | 0.21% | 160 |
|
|
2017
Q1 | $817K | Sell |
13,476
-2,389
| -15% | -$141K | 0.21% | 159 |
|
|
2016
Q4 | $930K | Buy |
15,865
+730
| +5% | +$41.9K | 0.25% | 168 |
|
|
2016
Q3 | $906K | Buy |
15,135
+909
| +6% | +$56.7K | 0.25% | 162 |
|
|
2016
Q2 | $929K | Buy |
14,226
+740
| +5% | +$44.5K | 0.26% | 159 |
|
|
2016
Q1 | $810K | Buy |
+13,486
| New | +$755K | 0.22% | 159 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 169 |
|
|
2015
Q3 | – | Sell |
-42,060
| Closed | -$2.05M | – | 97 |
|
|
2015
Q2 | $1.89M | Sell |
42,060
-5,370
| -11% | -$258K | 0.46% | 76 |
|
|
2015
Q1 | $2.35M | Buy |
+47,430
| New | +$2.48M | 0.33% | 105 |
|
|
2014
Q4 | – | Sell |
-47,430
| Closed | -$2.33M | – | 90 |
|
|
2014
Q3 | $2.04M | Hold |
47,430
| – | – | 0.3% | 131 |
|
|
2014
Q2 | $2.23M | Sell |
47,430
-2,551
| -5% | -$119K | 0.34% | 118 |
|
|
2014
Q1 | $2.33M | Hold |
49,981
| – | – | 0.37% | 107 |
|
|
2013
Q4 | $2.07M | Buy |
+49,981
| New | +$2.07M | 0.34% | 132 |
|
|
2013
Q3 | – | Sell |
-38,200
| Closed | -$1.59M | – | 135 |
|
|
2013
Q2 | $1.57M | Buy |
+38,200
| New | +$1.62M | 0.31% | 134 |
|
Other funds holding WEC
Laffer Tengler Investments's WEC Position: Q3 2024 in Review
Laffer Tengler Investments sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 1,424 shares — an estimated $112K sold.
Laffer Tengler Investments first reported a position in WEC in Q2 2013 and held it in 29 quarters. The position peaked at $2.35M in Q1 2015. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.
- Laffer Tengler Investments reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
- Laffer Tengler Investments sold 1,424 WEC Energy shares in Q3 2024, an estimated $112K.
- Laffer Tengler Investments first reported a position in WEC Energy in Q2 2013 and held it in 29 quarters.
- Laffer Tengler Investments's WEC Energy position peaked at $2.35M in Q1 2015.
- 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.
Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.