LVZ Inc’s WEC Energy WEC Stock Holding History

LVZ Inc’s Portfolio WEC Stock Details WEC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Hold	3,848	–	–	0.05%	100
2025 Q1	$419K	Sell	3,848 -1,880	-33%	-$205K	0.06%	90
2024 Q4	$539K	Hold	5,728	–	–	0.07%	74
2024 Q3	$551K	Hold	5,728	–	–	0.07%	67
2024 Q2	$449K	Sell	5,728 -50	-0.9%	-$3.92K	0.06%	75
2024 Q1	$474K	Hold	5,778	–	–	0.06%	73
2023 Q4	$486K	Buy	5,778 +300	+5%	+$25.3K	0.07%	71
2023 Q3	$441K	Buy	+5,478	New	+$441K	0.07%	59
2023 Q2	–	Sell	-5,728	Closed	-$543K	–	164
2023 Q1	$543K	Buy	5,728 +300	+6%	+$28.4K	0.08%	71
2022 Q4	$509K	Hold	5,428	–	–	0.08%	66
2022 Q3	$485K	Hold	5,428	–	–	0.08%	59
2022 Q2	$546K	Hold	5,428	–	–	0.09%	50
2022 Q1	$542K	Hold	5,428	–	–	0.08%	59
2021 Q4	$527K	Hold	5,428	–	–	0.07%	58
2021 Q3	$479K	Hold	5,428	–	–	0.07%	56
2021 Q2	$483K	Hold	5,428	–	–	0.07%	57
2021 Q1	$508K	Hold	5,428	–	–	0.08%	57
2020 Q4	$500K	Hold	5,428	–	–	0.08%	56
2020 Q3	$526K	Hold	5,428	–	–	0.11%	45
2020 Q2	$476K	Hold	5,428	–	–	0.11%	52
2020 Q1	$478K	Hold	5,428	–	–	0.12%	43
2019 Q4	$501K	Hold	5,428	–	–	0.1%	55
2019 Q3	$516K	Hold	5,428	–	–	0.11%	52
2019 Q2	$453K	Hold	5,428	–	–	0.1%	53
2019 Q1	$429K	Hold	5,428	–	–	0.1%	48
2018 Q4	$376K	Hold	5,428	–	–	0.11%	49
2018 Q3	$375K	Hold	5,428	–	–	0.09%	54
2018 Q2	$351K	Hold	5,428	–	–	0.09%	54
2018 Q1	$340K	Hold	5,428	–	–	0.09%	47
2017 Q4	$361K	Buy	5,428 +548	+11%	+$36.4K	0.11%	45
2017 Q3	$306K	Hold	4,880	–	–	0.1%	49
2017 Q2	$300K	Hold	4,880	–	–	2.69%	18
2017 Q1	$296K	Hold	4,880	–	–	2.79%	18
2016 Q4	$286K	Hold	4,880	–	–	2.74%	20
2016 Q3	$292K	Hold	4,880	–	–	2.84%	19
2016 Q2	$319K	Hold	4,880	–	–	3.48%	7
2016 Q1	$293K	Hold	4,880	–	–	0.14%	38
2015 Q4	$250K	Hold	4,880	–	–	3.42%	16
2015 Q3	$255K	Hold	4,880	–	–	0.16%	37
2015 Q2	$232K	Hold	4,880	–	–	0.13%	35
2015 Q1	$242K	Hold	4,880	–	–	0.14%	32
2014 Q4	$257K	Hold	4,880	–	–	0.19%	22
2014 Q3	$210K	Hold	4,880	–	–	0.16%	23
2014 Q2	$229K	Hold	4,880	–	–	0.17%	23
2014 Q1	$227K	Hold	4,880	–	–	0.18%	21
2013 Q4	$202K	Buy	+4,880	New	+$202K	0.17%	22