Salem Investment Counselors’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60.1K	Buy	+519	New	+$58.3K	﹤0.01%	562
2025 Q4	–	Sell	-518	Closed	-$59.4K	–	1148
2025 Q3	$59.4K	Sell	518 -73	-12%	-$7.91K	﹤0.01%	569
2025 Q2	$61.6K	Buy	591 +73	+14%	+$7.77K	﹤0.01%	543
2025 Q1	$56.5K	Hold	518	–	–	﹤0.01%	552
2024 Q4	$48.7K	Hold	518	–	–	﹤0.01%	584
2024 Q3	$49.8K	Hold	518	–	–	﹤0.01%	578
2024 Q2	$40.6K	Hold	518	–	–	﹤0.01%	608
2024 Q1	$42.5K	Hold	518	–	–	﹤0.01%	585
2023 Q4	$43.6K	Sell	518 -40	-7%	-$3.29K	﹤0.01%	567
2023 Q3	$44.9K	Hold	558	–	–	﹤0.01%	538
2023 Q2	$49.2K	Hold	558	–	–	﹤0.01%	523
2023 Q1	$52.9K	Hold	558	–	–	﹤0.01%	514
2022 Q4	$52.3K	Hold	558	–	–	﹤0.01%	509
2022 Q3	$50K	Hold	558	–	–	﹤0.01%	481
2022 Q2	$56K	Hold	558	–	–	﹤0.01%	490
2022 Q1	$56K	Hold	558	–	–	﹤0.01%	492
2021 Q4	$54K	Buy	558 +85	+18%	+$7.77K	﹤0.01%	550
2021 Q3	$42K	Hold	473	–	–	﹤0.01%	526
2021 Q2	$42K	Hold	473	–	–	﹤0.01%	507
2021 Q1	$44K	Sell	473 -118	-20%	-$10.3K	﹤0.01%	471
2020 Q4	$54K	Buy	591 +118	+25%	+$11.5K	﹤0.01%	424
2020 Q3	$46K	Hold	473	–	–	﹤0.01%	382
2020 Q2	$41K	Hold	473	–	–	﹤0.01%	393
2020 Q1	$42K	Hold	473	–	–	﹤0.01%	362
2019 Q4	$44K	Buy	+473	New	+$43.1K	﹤0.01%	386
2017 Q4	–	Sell	-15	Closed	-$1K	–	587
2017 Q3	$1K	Sell	15 -70	-82%	-$4.47K	﹤0.01%	551
2017 Q2	$5K	Buy	+85	New	+$5.25K	﹤0.01%	525