Morgan Stanley’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $549M | Buy |
4,742,853
+676,277
| +17% | +$76M | 0.03% | 498 |
|
|
2025
Q4 | $429M | Sell |
4,066,576
-36,988
| -0.9% | -$4.1M | 0.03% | 587 |
|
|
2025
Q3 | $470M | Sell |
4,103,564
-152,377
| -4% | -$16.5M | 0.03% | 544 |
|
|
2025
Q2 | $443M | Buy |
4,255,941
+506,145
| +13% | +$53.9M | 0.03% | 548 |
|
|
2025
Q1 | $409M | Buy |
3,749,796
+235,255
| +7% | +$24M | 0.03% | 542 |
|
|
2024
Q4 | $331M | Sell |
3,514,541
-1,494
| -0% | -$145K | 0.02% | 624 |
|
|
2024
Q3 | $338M | Sell |
3,516,035
-109,833
| -3% | -$9.73M | 0.02% | 606 |
|
|
2024
Q2 | $284M | Buy |
3,625,868
+69,186
| +2% | +$5.62M | 0.02% | 649 |
|
|
2024
Q1 | $292M | Sell |
3,556,682
-4,454,056
| -56% | -$358M | 0.02% | 635 |
|
|
2023
Q4 | $674M | Buy |
8,010,738
+4,656,557
| +139% | +$383M | 0.03% | 556 |
|
|
2023
Q3 | $270M | Buy |
3,354,181
+44,797
| +1% | +$3.89M | 0.03% | 593 |
|
|
2023
Q2 | $292M | Buy |
3,309,384
+108,235
| +3% | +$10M | 0.03% | 570 |
|
|
2023
Q1 | $303M | Sell |
3,201,149
-35,267
| -1% | -$3.27M | 0.03% | 544 |
|
|
2022
Q4 | $303M | Buy |
3,236,416
+277,337
| +9% | +$25.6M | 0.03% | 515 |
|
|
2022
Q3 | $265M | Buy |
2,959,079
+87,553
| +3% | +$8.94M | 0.04% | 476 |
|
|
2022
Q2 | $289M | Buy |
2,871,526
+1,614,156
| +128% | +$164M | 0.04% | 462 |
|
|
2022
Q1 | $125M | Buy |
1,257,370
+17,843
| +1% | +$1.68M | 0.02% | 733 |
|
|
2021
Q4 | $120M | Sell |
1,239,527
-22,725
| -2% | -$2.08M | 0.01% | 783 |
|
|
2021
Q3 | $111M | Buy |
1,262,252
+6,245
| +0.5% | +$586K | 0.02% | 792 |
|
|
2021
Q2 | $112M | Buy |
1,256,007
+81,598
| +7% | +$7.69M | 0.01% | 792 |
|
|
2021
Q1 | $110M | Sell |
1,174,409
-135,362
| -10% | -$11.8M | 0.02% | 720 |
|
|
2020
Q4 | $121M | Buy |
1,309,771
+299,025
| +30% | +$29.1M | 0.02% | 638 |
|
|
2020
Q3 | $97.9M | Sell |
1,010,746
-32,035
| -3% | -$2.98M | 0.02% | 593 |
|
|
2020
Q2 | $91.4M | Buy |
1,042,781
+184,687
| +22% | +$16.7M | 0.02% | 586 |
|
|
2020
Q1 | $75.6M | Sell |
858,094
-279,493
| -25% | -$26.9M | 0.02% | 576 |
|
|
2019
Q4 | $105M | Buy |
1,137,587
+121,972
| +12% | +$11.1M | 0.02% | 584 |
|
|
2019
Q3 | $96.6M | Sell |
1,015,615
-86,379
| -8% | -$7.78M | 0.03% | 571 |
|
|
2019
Q2 | $91.9M | Sell |
1,101,994
-87,878
| -7% | -$7.05M | 0.02% | 581 |
|
|
2019
Q1 | $94.1M | Sell |
1,189,872
-1,152,612
| -49% | -$85.5M | 0.03% | 558 |
|
|
2018
Q4 | $162M | Buy |
2,342,484
+291,873
| +14% | +$20.5M | 0.05% | 365 |
|
|
2018
Q3 | $137M | Buy |
2,050,611
+140,574
| +7% | +$9.37M | 0.03% | 485 |
|
|
2018
Q2 | $123M | Sell |
1,910,037
-618,353
| -24% | -$38.4M | 0.03% | 495 |
|
|
2018
Q1 | $159M | Sell |
2,528,390
-78,140
| -3% | -$4.85M | 0.04% | 397 |
|
|
2017
Q4 | $173M | Buy |
2,606,530
+334,382
| +15% | +$22.4M | 0.05% | 396 |
|
|
2017
Q3 | $143M | Sell |
2,272,148
-21,072
| -0.9% | -$1.34M | 0.04% | 417 |
|
|
2017
Q2 | $141M | Buy |
2,293,220
+216,515
| +10% | +$13.4M | 0.04% | 430 |
|
|
2017
Q1 | $126M | Sell |
2,076,705
-327,652
| -14% | -$19.3M | 0.04% | 477 |
|
|
2016
Q4 | $141M | Sell |
2,404,357
-18,017
| -0.7% | -$1.03M | 0.05% | 417 |
|
|
2016
Q3 | $145M | Buy |
2,422,374
+1,207,561
| +99% | +$75.4M | 0.05% | 407 |
|
|
2016
Q2 | $79.3M | Buy |
1,214,813
+290,246
| +31% | +$17.5M | 0.03% | 583 |
|
|
2016
Q1 | $55.5M | Buy |
924,567
+58,662
| +7% | +$3.28M | 0.02% | 707 |
|
|
2015
Q4 | $44.4M | Buy |
865,905
+103,758
| +14% | +$5.3M | 0.02% | 857 |
|
|
2015
Q3 | $39.8M | Sell |
762,147
-512,313
| -40% | -$24.9M | 0.01% | 926 |
|
|
2015
Q2 | $57.3M | Buy |
1,274,460
+303,521
| +31% | +$14.6M | 0.02% | 788 |
|
|
2015
Q1 | $48.1M | Sell |
970,939
-83,257
| -8% | -$4.35M | 0.02% | 878 |
|
|
2014
Q4 | $55.6M | Buy |
1,054,196
+131,177
| +14% | +$6.43M | 0.02% | 797 |
|
|
2014
Q3 | $39.7M | Sell |
923,019
-122,614
| -12% | -$5.44M | 0.02% | 948 |
|
|
2014
Q2 | $49.1M | Buy |
1,045,633
+63,795
| +6% | +$2.96M | 0.02% | 809 |
|
|
2014
Q1 | $45.7M | Sell |
981,838
-174,392
| -15% | -$7.51M | 0.02% | 791 |
|
|
2013
Q4 | $47.8M | Sell |
1,156,230
-80,293
| -6% | -$3.33M | 0.02% | 758 |
|
|
2013
Q3 | $49.9M | Buy |
1,236,523
+235,568
| +24% | +$9.81M | 0.02% | 683 |
|
|
2013
Q2 | $41M | Buy |
+1,000,955
| New | +$42.5M | 0.02% | 734 |
|
Other funds holding WEC
VCM
VPM
