PJSIMP
P.J. Schmidt Investment Management (PJS)’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
13,182
| – | – | 0.24% | 64 |
|
|
2025
Q1 | $1.44M | Sell |
13,182
-48
| -0.4% | -$5.23K | 0.26% | 59 |
|
|
2024
Q4 | $1.24M | Hold |
13,230
| – | – | 0.22% | 63 |
|
|
2024
Q3 | $1.27M | Sell |
13,230
-1,002
| -7% | -$96.4K | 0.22% | 62 |
|
|
2024
Q2 | $1.12M | Sell |
14,232
-1,277
| -8% | -$100K | 0.2% | 65 |
|
|
2024
Q1 | $1.27M | Sell |
15,509
-1,239
| -7% | -$102K | 0.24% | 63 |
|
|
2023
Q4 | $1.34M | Sell |
16,748
-1,258
| -7% | -$100K | 0.27% | 62 |
|
|
2023
Q3 | $1.48M | Sell |
18,006
-228
| -1% | -$18.8K | 0.32% | 59 |
|
|
2023
Q2 | $1.68M | Sell |
18,234
-456
| -2% | -$42K | 0.33% | 60 |
|
|
2023
Q1 | $1.8M | Sell |
18,690
-477
| -2% | -$46K | 0.38% | 56 |
|
|
2022
Q4 | $1.8M | Sell |
19,167
-615
| -3% | -$57.7K | 0.41% | 56 |
|
|
2022
Q3 | $1.71M | Sell |
19,782
-120
| -0.6% | -$10.4K | 0.41% | 54 |
|
|
2022
Q2 | $2.11M | Buy |
19,902
+3,804
| +24% | +$403K | 0.46% | 52 |
|
|
2022
Q1 | $1.61M | Buy |
16,098
+770
| +5% | +$77.1K | 0.36% | 55 |
|
|
2021
Q4 | $1.49M | Hold |
15,328
| – | – | 0.3% | 64 |
|
|
2021
Q3 | $1.39M | Sell |
15,328
-70
| -0.5% | -$6.35K | 0.27% | 67 |
|
|
2021
Q2 | $1.45M | Buy |
15,398
+2,070
| +16% | +$195K | 0.29% | 66 |
|
|
2021
Q1 | $1.28M | Sell |
13,328
-87
| -0.6% | -$8.33K | 0.27% | 70 |
|
|
2020
Q4 | $1.19M | Buy |
13,415
+2,000
| +18% | +$178K | 0.27% | 69 |
|
|
2020
Q3 | $1.17M | Buy |
11,415
+2,504
| +28% | +$257K | 0.28% | 66 |
|
|
2020
Q2 | $781K | Hold |
8,911
| – | – | 0.23% | 67 |
|
|
2020
Q1 | $785K | Hold |
8,911
| – | – | 0.27% | 65 |
|
|
2019
Q4 | $822K | Hold |
8,911
| – | – | 0.22% | 76 |
|
|
2019
Q3 | $847K | Hold |
8,911
| – | – | 0.24% | 75 |
|
|
2019
Q2 | $743K | Buy |
8,911
+87
| +1% | +$7.25K | 0.21% | 78 |
|
|
2019
Q1 | $698K | Hold |
8,824
| – | – | 0.2% | 84 |
|
|
2018
Q4 | $611K | Sell |
8,824
-400
| -4% | -$27.7K | 0.2% | 83 |
|
|
2018
Q3 | $616K | Sell |
9,224
-560
| -6% | -$37.4K | 0.17% | 90 |
|
|
2018
Q2 | $633K | Sell |
9,784
-201
| -2% | -$13K | 0.18% | 87 |
|
|
2018
Q1 | $626K | Sell |
9,985
-550
| -5% | -$34.5K | 0.18% | 84 |
|
|
2017
Q4 | $700K | Hold |
10,535
| – | – | 0.2% | 83 |
|
|
2017
Q3 | $661K | Sell |
10,535
-750
| -7% | -$47.1K | 0.2% | 84 |
|
|
2017
Q2 | $693K | Sell |
11,285
-40
| -0.4% | -$2.46K | 0.21% | 84 |
|
|
2017
Q1 | $687K | Sell |
11,325
-1,040
| -8% | -$63.1K | 0.24% | 81 |
|
|
2016
Q4 | $725K | Sell |
12,365
-300
| -2% | -$17.6K | 0.27% | 78 |
|
|
2016
Q3 | $758K | Sell |
12,665
-250
| -2% | -$15K | 0.28% | 80 |
|
|
2016
Q2 | $843K | Sell |
12,915
-150
| -1% | -$9.79K | 0.31% | 80 |
|
|
2016
Q1 | $785K | Sell |
13,065
-900
| -6% | -$54.1K | 0.31% | 81 |
|
|
2015
Q4 | $717K | Buy |
13,965
+1,894
| +16% | +$97.2K | 0.29% | 86 |
|
|
2015
Q3 | $630K | Sell |
12,071
-4,326
| -26% | -$226K | 0.27% | 93 |
|
|
2015
Q2 | $737K | Sell |
16,397
-876
| -5% | -$39.4K | 0.29% | 94 |
|
|
2015
Q1 | $855K | Sell |
17,273
-1,087
| -6% | -$53.8K | 0.33% | 86 |
|
|
2014
Q4 | $968K | Sell |
18,360
-200
| -1% | -$10.5K | 0.38% | 73 |
|
|
2014
Q3 | $798K | Buy |
18,560
+9
| +0% | +$387 | 0.33% | 81 |
|
|
2014
Q2 | $870K | Sell |
18,551
-901
| -5% | -$42.3K | 0.34% | 74 |
|
|
2014
Q1 | $906K | Buy |
19,452
+22
| +0.1% | +$1.03K | 0.36% | 73 |
|
|
2013
Q4 | $803K | Sell |
19,430
-571
| -3% | -$23.6K | 0.34% | 71 |
|
|
2013
Q3 | $808K | Hold |
20,001
| – | – | 0.37% | 67 |
|
|
2013
Q2 | $820K | Buy |
+20,001
| New | +$820K | 0.39% | 61 |
|