Principal Financial Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Buy |
1,405,924
+14,449
| +1% | +$1.51M | 0.08% | 221 |
|
|
2025
Q1 | $152M | Sell |
1,391,475
-193,440
| -12% | -$21.1M | 0.09% | 207 |
|
|
2024
Q4 | $149M | Sell |
1,584,915
-47,759
| -3% | -$4.49M | 0.08% | 215 |
|
|
2024
Q3 | $157M | Sell |
1,632,674
-168,448
| -9% | -$16.2M | 0.09% | 206 |
|
|
2024
Q2 | $141M | Sell |
1,801,122
-25,669
| -1% | -$2.01M | 0.08% | 206 |
|
|
2024
Q1 | $150M | Sell |
1,826,791
-24,126
| -1% | -$1.98M | 0.09% | 197 |
|
|
2023
Q4 | $156M | Sell |
1,850,917
-699
| -0% | -$58.8K | 0.1% | 183 |
|
|
2023
Q3 | $149M | Buy |
1,851,616
+40,603
| +2% | +$3.27M | 0.11% | 177 |
|
|
2023
Q2 | $160M | Sell |
1,811,013
-109,966
| -6% | -$9.7M | 0.11% | 179 |
|
|
2023
Q1 | $182M | Buy |
1,920,979
+11,322
| +0.6% | +$1.07M | 0.13% | 163 |
|
|
2022
Q4 | $179M | Buy |
1,909,657
+196,434
| +11% | +$18.4M | 0.13% | 167 |
|
|
2022
Q3 | $153M | Buy |
1,713,223
+95,308
| +6% | +$8.52M | 0.12% | 174 |
|
|
2022
Q2 | $163M | Buy |
1,617,915
+33,422
| +2% | +$3.36M | 0.12% | 182 |
|
|
2022
Q1 | $158M | Sell |
1,584,493
-150,265
| -9% | -$15M | 0.1% | 203 |
|
|
2021
Q4 | $168M | Buy |
1,734,758
+75,083
| +5% | +$7.29M | 0.1% | 199 |
|
|
2021
Q3 | $146M | Sell |
1,659,675
-5,212
| -0.3% | -$460K | 0.1% | 207 |
|
|
2021
Q2 | $148M | Sell |
1,664,887
-226,490
| -12% | -$20.1M | 0.1% | 206 |
|
|
2021
Q1 | $177M | Buy |
1,891,377
+33,343
| +2% | +$3.12M | 0.12% | 177 |
|
|
2020
Q4 | $171M | Buy |
1,858,034
+80,476
| +5% | +$7.41M | 0.13% | 175 |
|
|
2020
Q3 | $172M | Sell |
1,777,558
-68,460
| -4% | -$6.63M | 0.14% | 161 |
|
|
2020
Q2 | $162M | Buy |
1,846,018
+243,775
| +15% | +$21.4M | 0.14% | 166 |
|
|
2020
Q1 | $141M | Sell |
1,602,243
-122,656
| -7% | -$10.8M | 0.16% | 164 |
|
|
2019
Q4 | $159M | Sell |
1,724,899
-42,917
| -2% | -$3.96M | 0.13% | 194 |
|
|
2019
Q3 | $168M | Sell |
1,767,816
-125,326
| -7% | -$11.9M | 0.15% | 179 |
|
|
2019
Q2 | $158M | Sell |
1,893,142
-331,752
| -15% | -$27.7M | 0.14% | 181 |
|
|
2019
Q1 | $176M | Sell |
2,224,894
-64,213
| -3% | -$5.08M | 0.16% | 155 |
|
|
2018
Q4 | $159M | Sell |
2,289,107
-30,870
| -1% | -$2.14M | 0.17% | 146 |
|
|
2018
Q3 | $155M | Buy |
2,319,977
+1,716
| +0.1% | +$115K | 0.14% | 182 |
|
|
2018
Q2 | $150M | Sell |
2,318,261
-30,738
| -1% | -$1.99M | 0.14% | 180 |
|
|
2018
Q1 | $147M | Buy |
2,348,999
+39,316
| +2% | +$2.47M | 0.14% | 176 |
|
|
2017
Q4 | $153M | Buy |
2,309,683
+167,228
| +8% | +$11.1M | 0.14% | 190 |
|
|
2017
Q3 | $135M | Sell |
2,142,455
-52,675
| -2% | -$3.31M | 0.13% | 198 |
|
|
2017
Q2 | $135M | Buy |
2,195,130
+1,719,955
| +362% | +$106M | 0.14% | 196 |
|
|
2017
Q1 | $28.8M | Sell |
475,175
-6,610
| -1% | -$401K | 0.03% | 521 |
|
|
2016
Q4 | $28.3M | Sell |
481,785
-7,744
| -2% | -$454K | 0.04% | 528 |
|
|
2016
Q3 | $29.3M | Buy |
489,529
+30,249
| +7% | +$1.81M | 0.04% | 480 |
|
|
2016
Q2 | $30M | Buy |
459,280
+3,158
| +0.7% | +$206K | 0.04% | 433 |
|
|
2016
Q1 | $27.4M | Buy |
456,122
+8,834
| +2% | +$531K | 0.04% | 446 |
|
|
2015
Q4 | $23M | Buy |
447,288
+8,644
| +2% | +$444K | 0.03% | 500 |
|
|
2015
Q3 | $22.9M | Sell |
438,644
-10,891
| -2% | -$569K | 0.04% | 489 |
|
|
2015
Q2 | $20.2M | Buy |
449,535
+129,423
| +40% | +$5.82M | 0.03% | 577 |
|
|
2015
Q1 | $15.8M | Buy |
320,112
+17,184
| +6% | +$851K | 0.02% | 672 |
|
|
2014
Q4 | $16M | Buy |
302,928
+6,153
| +2% | +$325K | 0.02% | 649 |
|
|
2014
Q3 | $12.8M | Buy |
296,775
+9,859
| +3% | +$424K | 0.02% | 746 |
|
|
2014
Q2 | $13.5M | Sell |
286,916
-11,748
| -4% | -$551K | 0.02% | 741 |
|
|
2014
Q1 | $13.9M | Buy |
298,664
+14,812
| +5% | +$690K | 0.02% | 705 |
|
|
2013
Q4 | $11.7M | Sell |
283,852
-9,159
| -3% | -$379K | 0.02% | 777 |
|
|
2013
Q3 | $11.8M | Sell |
293,011
-4,829
| -2% | -$195K | 0.02% | 723 |
|
|
2013
Q2 | $12.2M | Buy |
+297,840
| New | +$12.2M | 0.03% | 651 |
|