Salem Investment Counselors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6K | Buy |
591
+73
| +14% | +$7.61K | ﹤0.01% | 543 |
|
|
2025
Q1 | $56.5K | Hold |
518
| – | – | ﹤0.01% | 551 |
|
|
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% | -$3.37K | ﹤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% | +$8.23K | ﹤0.01% | 550 |
|
|
2021
Q3 | $42K | Hold |
473
| – | – | ﹤0.01% | 520 |
|
|
2021
Q2 | $42K | Hold |
473
| – | – | ﹤0.01% | 507 |
|
|
2021
Q1 | $44K | Sell |
473
-118
| -20% | -$11K | ﹤0.01% | 471 |
|
|
2020
Q4 | $54K | Buy |
591
+118
| +25% | +$10.8K | ﹤0.01% | 419 |
|
|
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 | +$44K | ﹤0.01% | 386 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | -$1K | – | 587 |
|
|
2017
Q3 | $1K | Sell |
15
-70
| -82% | -$4.67K | ﹤0.01% | 551 |
|
|
2017
Q2 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 525 |
|