Richard C. Young & Co’s WEC Energy WEC Stock Holding History

Richard C. Young & Co’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.93M	Buy	37,715 +1,405	+4%	+$146K	0.39%	62
2025 Q1	$3.96M	Sell	36,310 -1,526	-4%	-$166K	0.43%	63
2024 Q4	$3.56M	Sell	37,836 -438	-1%	-$41.2K	0.39%	65
2024 Q3	$3.68M	Sell	38,274 -1,058	-3%	-$102K	0.4%	59
2024 Q2	$3.09M	Sell	39,332 -1,138	-3%	-$89.3K	0.38%	58
2024 Q1	$3.32M	Sell	40,470 -2,807	-6%	-$231K	0.42%	56
2023 Q4	$3.64M	Sell	43,277 -614	-1%	-$51.7K	0.49%	56
2023 Q3	$3.54M	Sell	43,891 -355	-0.8%	-$28.6K	0.5%	55
2023 Q2	$3.9M	Sell	44,246 -640	-1%	-$56.5K	0.54%	55
2023 Q1	$4.25M	Sell	44,886 -6,429	-13%	-$609K	0.59%	56
2022 Q4	$4.81M	Sell	51,315 -1,364	-3%	-$128K	0.64%	59
2022 Q3	$4.71M	Sell	52,679 -968	-2%	-$86.6K	0.72%	55
2022 Q2	$5.4M	Sell	53,647 -118	-0.2%	-$11.9K	0.7%	56
2022 Q1	$5.37M	Sell	53,765 -699	-1%	-$69.8K	0.69%	56
2021 Q4	$5.29M	Sell	54,464 -673	-1%	-$65.3K	0.67%	59
2021 Q3	$4.86M	Sell	55,137 -375	-0.7%	-$33.1K	0.67%	57
2021 Q2	$4.94M	Sell	55,512 -941	-2%	-$83.7K	0.63%	60
2021 Q1	$5.28M	Buy	56,453 +185	+0.3%	+$17.3K	0.7%	58
2020 Q4	$5.18M	Sell	56,268 -579	-1%	-$53.3K	0.79%	54
2020 Q3	$5.51M	Sell	56,847 -178	-0.3%	-$17.2K	0.89%	46
2020 Q2	$5M	Sell	57,025 -2,937	-5%	-$257K	0.83%	47
2020 Q1	$5.28M	Sell	59,962 -91	-0.2%	-$8.02K	1.02%	43
2019 Q4	$5.54M	Sell	60,053 -19	-0%	-$1.75K	0.92%	49
2019 Q3	$5.71M	Sell	60,072 -370	-0.6%	-$35.2K	1.03%	44
2019 Q2	$5.04M	Sell	60,442 -1,186	-2%	-$98.9K	0.96%	46
2019 Q1	$4.87M	Buy	61,628 +5,863	+11%	+$464K	0.93%	48
2018 Q4	$3.86M	Buy	55,765 +1,119	+2%	+$77.5K	0.82%	43
2018 Q3	$3.65M	Buy	54,646 +988	+2%	+$66K	0.69%	46
2018 Q2	$3.47M	Buy	53,658 +1,609	+3%	+$104K	0.7%	44
2018 Q1	$3.26M	Buy	52,049 +46,910	+913%	+$2.94M	0.65%	44
2017 Q4	$341K	Buy	+5,139	New	+$341K	0.06%	61