Legacy Capital Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.62M | Buy |
26,208
+200
| +0.8% | +$18.9K | 0.86% | 39 |
|
|
2021
Q4 | $2.52M | Sell |
26,008
-721
| -3% | -$65.9K | 0.82% | 39 |
|
|
2021
Q3 | $2.36M | Buy |
26,729
+920
| +4% | +$86.3K | 0.85% | 38 |
|
|
2021
Q2 | $2.3M | Sell |
25,809
-410
| -2% | -$38.6K | 0.82% | 41 |
|
|
2021
Q1 | $2.45M | Sell |
26,219
-2,570
| -9% | -$224K | 0.93% | 36 |
|
|
2020
Q4 | $2.65M | Sell |
28,789
-595
| -2% | -$57.9K | 1.04% | 29 |
|
|
2020
Q3 | $2.85M | Sell |
29,384
-95
| -0.3% | -$8.85K | 1.15% | 26 |
|
|
2020
Q2 | $2.58M | Sell |
29,479
-1,080
| -4% | -$97.4K | 1.11% | 26 |
|
|
2020
Q1 | $2.69M | Sell |
30,559
-135
| -0.4% | -$13K | 1.33% | 23 |
|
|
2019
Q4 | $2.83M | Sell |
30,694
-835
| -3% | -$76.1K | 1.14% | 32 |
|
|
2019
Q3 | $3M | Buy |
31,529
+1,165
| +4% | +$105K | 1.31% | 24 |
|
|
2019
Q2 | $2.53M | Buy |
30,364
+225
| +0.7% | +$18K | 1.12% | 32 |
|
|
2019
Q1 | $2.38M | Buy |
30,139
+850
| +3% | +$63.1K | 1.11% | 32 |
|
|
2018
Q4 | $2.03M | Buy |
29,289
+2,360
| +9% | +$166K | 1.07% | 38 |
|
|
2018
Q3 | $1.8M | Buy |
26,929
+800
| +3% | +$53.3K | 0.83% | 43 |
|
|
2018
Q2 | $1.69M | Buy |
26,129
+775
| +3% | +$48.2K | 0.83% | 45 |
|
|
2018
Q1 | $1.59M | Sell |
25,354
-911
| -3% | -$56.5K | 0.8% | 48 |
|
|
2017
Q4 | $1.75M | Sell |
26,265
-1,489
| -5% | -$99.9K | 0.86% | 44 |
|
|
2017
Q3 | $1.74M | Sell |
27,754
-775
| -3% | -$49.4K | 0.92% | 44 |
|
|
2017
Q2 | $1.75M | Buy |
28,529
+5,674
| +25% | +$351K | 0.95% | 43 |
|
|
2017
Q1 | $1.39M | Sell |
22,855
-100
| -0.4% | -$5.89K | 0.78% | 48 |
|
|
2016
Q4 | $1.35M | Buy |
22,955
+1,575
| +7% | +$90.3K | 0.82% | 45 |
|
|
2016
Q3 | $1.28M | Buy |
21,380
+170
| +0.8% | +$10.6K | 0.81% | 44 |
|
|
2016
Q2 | $1.39M | Sell |
21,210
-315
| -1% | -$18.9K | 0.86% | 42 |
|
|
2016
Q1 | $1.29M | Sell |
21,525
-138
| -0.6% | -$7.73K | 0.83% | 41 |
|
|
2015
Q4 | $1.11M | Sell |
21,663
-290
| -1% | -$14.8K | 0.71% | 51 |
|
|
2015
Q3 | $1.15M | Buy |
21,953
+3,598
| +20% | +$175K | 0.78% | 46 |
|
|
2015
Q2 | $826K | Buy |
18,355
+9,492
| +107% | +$456K | 0.54% | 65 |
|
|
2015
Q1 | $439K | Hold |
8,863
| – | – | 0.28% | 80 |
|
|
2014
Q4 | $468K | Sell |
8,863
-200
| -2% | -$9.81K | 0.3% | 74 |
|
|
2014
Q3 | $390K | Hold |
9,063
| – | – | 0.26% | 76 |
|
|
2014
Q2 | $426K | Buy |
9,063
+1,000
| +12% | +$46.5K | 0.28% | 77 |
|
|
2014
Q1 | $376K | Sell |
8,063
-250
| -3% | -$10.8K | 0.27% | 77 |
|
|
2013
Q4 | $344K | Sell |
8,313
-2,000
| -19% | -$83K | 0.24% | 85 |
|
|
2013
Q3 | $417K | Sell |
10,313
-700
| -6% | -$29.1K | 0.31% | 75 |
|
|
2013
Q2 | $452K | Buy |
+11,013
| New | +$467K | 0.35% | 71 |
|
Other funds holding WEC
MAM
Legacy Capital Partners's WEC Position: Q1 2022 in Review
Legacy Capital Partners increased its WEC Energy (WEC) stake by 0.77% in Q1 2022, buying an estimated $18.9K and bringing the position to 26,208 shares worth $2.62M. The position accounts for 0.86% of the portfolio, ranked #39.
Legacy Capital Partners first reported a position in WEC in Q2 2013 and has held it in 36 quarters since. The position peaked at $3M in Q3 2019. 1,017 funds tracked by Wall St. Rank hold WEC as of Q1 2022.
- Legacy Capital Partners held 26,208 shares of WEC Energy worth $2.62M as of Q1 2022.
- Legacy Capital Partners bought 200 WEC Energy shares in Q1 2022, an estimated $18.9K.
- WEC Energy made up 0.86% of Legacy Capital Partners's portfolio in Q1 2022, its #39 holding.
- Legacy Capital Partners first reported a position in WEC Energy in Q2 2013 and has held it in 36 quarters since.
- Legacy Capital Partners's WEC Energy position peaked at $3M in Q3 2019.
- 1,017 funds tracked by Wall St. Rank held WEC Energy as of Q1 2022.
Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.