P.J. Schmidt Investment Management (PJS)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.49M | Hold |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $781K | Hold |
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|
2020
Q1 | $785K | Hold |
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|
2019
Q4 | $822K | Hold |
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|
2019
Q3 | $847K | Hold |
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|
2019
Q2 | $743K | Buy |
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|
2019
Q1 | $698K | Hold |
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|
2018
Q4 | $611K | Sell |
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|
2018
Q3 | $616K | Sell |
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|
2018
Q2 | $633K | Sell |
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|
2018
Q1 | $626K | Sell |
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|
2017
Q4 | $700K | Hold |
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|
2017
Q3 | $661K | Sell |
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|
2017
Q2 | $693K | Sell |
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|
2017
Q1 | $687K | Sell |
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|
2016
Q4 | $725K | Sell |
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|
2016
Q3 | $758K | Sell |
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|
2016
Q2 | $843K | Sell |
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|
2016
Q1 | $785K | Sell |
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|
2015
Q4 | $717K | Buy |
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|
2015
Q3 | $630K | Sell |
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|
2015
Q2 | $737K | Sell |
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|
2015
Q1 | $855K | Sell |
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|
2014
Q4 | $968K | Sell |
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|
2014
Q3 | $798K | Buy |
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|
2014
Q2 | $870K | Sell |
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|
2014
Q1 | $906K | Buy |
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|
2013
Q4 | $803K | Sell |
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|
2013
Q3 | $808K | Hold |
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|
2013
Q2 | $820K | Buy |
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