LIA
LS Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Hold |
4,482
| – | – | 0.07% | 108 |
|
|
2025
Q1 | $488K | Hold |
4,482
| – | – | 0.08% | 104 |
|
|
2024
Q4 | $421K | Hold |
4,482
| – | – | 0.06% | 113 |
|
|
2024
Q3 | $431K | Sell |
4,482
-250
| -5% | -$24K | 0.06% | 114 |
|
|
2024
Q2 | $371K | Hold |
4,732
| – | – | 0.06% | 116 |
|
|
2024
Q1 | $389K | Hold |
4,732
| – | – | 0.06% | 115 |
|
|
2023
Q4 | $398K | Hold |
4,732
| – | – | 0.07% | 112 |
|
|
2023
Q3 | $381K | Hold |
4,732
| – | – | 0.07% | 106 |
|
|
2023
Q2 | $418K | Hold |
4,732
| – | – | 0.07% | 105 |
|
|
2023
Q1 | $449K | Hold |
4,732
| – | – | 0.08% | 103 |
|
|
2022
Q4 | $444K | Hold |
4,732
| – | – | 0.09% | 101 |
|
|
2022
Q3 | $423K | Hold |
4,732
| – | – | 0.09% | 94 |
|
|
2022
Q2 | $476K | Hold |
4,732
| – | – | 0.09% | 90 |
|
|
2022
Q1 | $472K | Hold |
4,732
| – | – | 0.07% | 99 |
|
|
2021
Q4 | $459K | Hold |
4,732
| – | – | 0.07% | 101 |
|
|
2021
Q3 | $417K | Hold |
4,732
| – | – | 0.05% | 111 |
|
|
2021
Q2 | $421K | Sell |
4,732
-3,369
| -42% | -$300K | 0.05% | 115 |
|
|
2021
Q1 | $758K | Sell |
8,101
-797
| -9% | -$74.6K | 0.04% | 274 |
|
|
2020
Q4 | $819K | Sell |
8,898
-498
| -5% | -$45.8K | 0.04% | 303 |
|
|
2020
Q3 | $910K | Sell |
9,396
-4,443
| -32% | -$430K | 0.05% | 271 |
|
|
2020
Q2 | $1.21M | Sell |
13,839
-12,417
| -47% | -$1.09M | 0.08% | 230 |
|
|
2020
Q1 | $2.31M | Sell |
26,256
-1,835
| -7% | -$162K | 0.17% | 133 |
|
|
2019
Q4 | $2.59M | Buy |
28,091
+18
| +0.1% | +$1.66K | 0.14% | 153 |
|
|
2019
Q3 | $2.67M | Sell |
28,073
-805
| -3% | -$76.6K | 0.16% | 134 |
|
|
2019
Q2 | $2.41M | Buy |
28,878
+191
| +0.7% | +$15.9K | 0.15% | 146 |
|
|
2019
Q1 | $2.27M | Sell |
28,687
-1,465
| -5% | -$116K | 0.14% | 151 |
|
|
2018
Q4 | $2.09M | Sell |
30,152
-2,205
| -7% | -$153K | 0.15% | 142 |
|
|
2018
Q3 | $2.16M | Sell |
32,357
-4,712
| -13% | -$315K | 0.12% | 160 |
|
|
2018
Q2 | $2.4M | Buy |
37,069
+1,107
| +3% | +$71.6K | 0.14% | 150 |
|
|
2018
Q1 | $2.26M | Buy |
35,962
+4,715
| +15% | +$296K | 0.13% | 158 |
|
|
2017
Q4 | $2.08M | Buy |
31,247
+226
| +0.7% | +$15K | 0.12% | 164 |
|
|
2017
Q3 | $1.95M | Buy |
31,021
+15,087
| +95% | +$947K | 0.12% | 169 |
|
|
2017
Q2 | $978K | Sell |
15,934
-16,525
| -51% | -$1.01M | 0.06% | 276 |
|
|
2017
Q1 | $1.97M | Sell |
32,459
-1,595
| -5% | -$96.7K | 0.13% | 167 |
|
|
2016
Q4 | $2M | Sell |
34,054
-2,000
| -6% | -$117K | 0.14% | 153 |
|
|
2016
Q3 | $2.16M | Sell |
36,054
-1,418
| -4% | -$84.9K | 0.16% | 126 |
|
|
2016
Q2 | $2.45M | Buy |
37,472
+12,223
| +48% | +$798K | 0.17% | 123 |
|
|
2016
Q1 | $1.52M | Buy |
25,249
+8,002
| +46% | +$481K | 0.11% | 189 |
|
|
2015
Q4 | $885K | Buy |
17,247
+284
| +2% | +$14.6K | 0.07% | 247 |
|
|
2015
Q3 | $886K | Sell |
16,963
-2,572
| -13% | -$134K | 0.07% | 234 |
|
|
2015
Q2 | $878K | Buy |
19,535
+5,653
| +41% | +$254K | 0.07% | 241 |
|
|
2015
Q1 | $687K | Sell |
13,882
-21,166
| -60% | -$1.05M | 0.05% | 281 |
|
|
2014
Q4 | $1.85M | Sell |
35,048
-2,443
| -7% | -$129K | 0.15% | 150 |
|
|
2014
Q3 | $1.61M | Sell |
37,491
-1,100
| -3% | -$47.3K | 0.14% | 151 |
|
|
2014
Q2 | $1.81M | Sell |
38,591
-1,682
| -4% | -$78.9K | 0.15% | 134 |
|
|
2014
Q1 | $1.88M | Buy |
40,273
+384
| +1% | +$17.9K | 0.15% | 134 |
|
|
2013
Q4 | $1.65M | Buy |
39,889
+18,704
| +88% | +$773K | 0.15% | 124 |
|
|
2013
Q3 | $855K | Buy |
21,185
+4,503
| +27% | +$182K | 0.1% | 138 |
|
|
2013
Q2 | $684K | Buy |
+16,682
| New | +$684K | 0.09% | 139 |
|