SCI
S&CO Inc’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Hold |
44,137
| – | – | 0.29% | 73 |
|
|
2025
Q1 | $4.81M | Sell |
44,137
-100
| -0.2% | -$10.9K | 0.32% | 70 |
|
|
2024
Q4 | $4.16M | Hold |
44,237
| – | – | 0.28% | 75 |
|
|
2024
Q3 | $4.25M | Hold |
44,237
| – | – | 0.28% | 74 |
|
|
2024
Q2 | $3.47M | Hold |
44,237
| – | – | 0.24% | 82 |
|
|
2024
Q1 | $3.63M | Hold |
44,237
| – | – | 0.26% | 78 |
|
|
2023
Q4 | $3.72M | Hold |
44,237
| – | – | 0.29% | 73 |
|
|
2023
Q3 | $3.56M | Hold |
44,237
| – | – | 0.29% | 67 |
|
|
2023
Q2 | $3.9M | Hold |
44,237
| – | – | 0.31% | 64 |
|
|
2023
Q1 | $4.19M | Hold |
44,237
| – | – | 0.36% | 58 |
|
|
2022
Q4 | $4.15M | Hold |
44,237
| – | – | 0.36% | 54 |
|
|
2022
Q3 | $3.96M | Hold |
44,237
| – | – | 0.36% | 54 |
|
|
2022
Q2 | $4.45M | Hold |
44,237
| – | – | 0.37% | 54 |
|
|
2022
Q1 | $4.42M | Hold |
44,237
| – | – | 0.31% | 62 |
|
|
2021
Q4 | $4.29M | Hold |
44,237
| – | – | 0.3% | 64 |
|
|
2021
Q3 | $3.9M | Hold |
44,237
| – | – | 0.3% | 63 |
|
|
2021
Q2 | $3.93M | Hold |
44,237
| – | – | 0.31% | 62 |
|
|
2021
Q1 | $4.14M | Sell |
44,237
-535
| -1% | -$50.1K | 0.35% | 56 |
|
|
2020
Q4 | $4.12M | Hold |
44,772
| – | – | 0.37% | 57 |
|
|
2020
Q3 | $4.34M | Hold |
44,772
| – | – | 0.43% | 50 |
|
|
2020
Q2 | $3.92M | Hold |
44,772
| – | – | 0.43% | 50 |
|
|
2020
Q1 | $3.95M | Hold |
44,772
| – | – | 0.53% | 40 |
|
|
2019
Q4 | $4.13M | Hold |
44,772
| – | – | 0.43% | 49 |
|
|
2019
Q3 | $4.26M | Hold |
44,772
| – | – | 0.47% | 49 |
|
|
2019
Q2 | $3.73M | Hold |
44,772
| – | – | 0.41% | 55 |
|
|
2019
Q1 | $3.54M | Hold |
44,772
| – | – | 0.39% | 55 |
|
|
2018
Q4 | $3.1M | Hold |
44,772
| – | – | 0.39% | 53 |
|
|
2018
Q3 | $2.99M | Hold |
44,772
| – | – | 0.33% | 59 |
|
|
2018
Q2 | $2.9M | Hold |
44,772
| – | – | 0.35% | 61 |
|
|
2018
Q1 | $2.81M | Hold |
44,772
| – | – | 0.35% | 60 |
|
|
2017
Q4 | $2.97M | Hold |
44,772
| – | – | 0.37% | 59 |
|
|
2017
Q3 | $2.81M | Hold |
44,772
| – | – | 0.36% | 61 |
|
|
2017
Q2 | $2.75M | Hold |
44,772
| – | – | 0.36% | 59 |
|
|
2017
Q1 | $2.72M | Hold |
44,772
| – | – | 0.37% | 61 |
|
|
2016
Q4 | $2.63M | Hold |
44,772
| – | – | 0.38% | 59 |
|
|
2016
Q3 | $2.68M | Hold |
44,772
| – | – | 0.4% | 55 |
|
|
2016
Q2 | $2.92M | Hold |
44,772
| – | – | 0.45% | 53 |
|
|
2016
Q1 | $2.69M | Hold |
44,772
| – | – | 0.44% | 52 |
|
|
2015
Q4 | $2.3M | Hold |
44,772
| – | – | 0.39% | 55 |
|
|
2015
Q3 | $2.34M | Buy |
44,772
+372
| +0.8% | +$19.4K | 0.4% | 54 |
|
|
2015
Q2 | $2M | Hold |
44,400
| – | – | 0.29% | 66 |
|
|
2015
Q1 | $2.2M | Hold |
44,400
| – | – | 0.31% | 60 |
|
|
2014
Q4 | $2.34M | Hold |
44,400
| – | – | 0.34% | 59 |
|
|
2014
Q3 | $1.91M | Hold |
44,400
| – | – | 0.29% | 63 |
|
|
2014
Q2 | $2.08M | Hold |
44,400
| – | – | 0.29% | 60 |
|
|
2014
Q1 | $2.07M | Hold |
44,400
| – | – | 0.31% | 60 |
|
|
2013
Q4 | $1.84M | Hold |
44,400
| – | – | 0.31% | 57 |
|
|
2013
Q3 | $1.79M | Hold |
44,400
| – | – | 0.31% | 60 |
|
|
2013
Q2 | $1.82M | Buy |
+44,400
| New | +$1.82M | 0.28% | 57 |
|