Schaper Benz & Wise Investment Counsel’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	$415K	Buy	3,980 +49	+1%	+$5.11K	0.03%	126
2025 Q1	$428K	Hold	3,931	–	–	0.03%	122
2024 Q4	$370K	Sell	3,931 -200	-5%	-$18.8K	0.03%	124
2024 Q3	$397K	Buy	4,131 +301	+8%	+$29K	0.03%	125
2024 Q2	$301K	Sell	3,830 -2,700	-41%	-$212K	0.03%	125
2024 Q1	$536K	Buy	6,530 +4,000	+158%	+$328K	0.04%	107
2023 Q4	$213K	Sell	2,530 -300	-11%	-$25.3K	0.02%	130
2023 Q3	$228K	Hold	2,830	–	–	0.02%	126
2023 Q2	$250K	Hold	2,830	–	–	0.02%	124
2023 Q1	$268K	Hold	2,830	–	–	0.03%	125
2022 Q4	$265K	Hold	2,830	–	–	0.03%	124
2022 Q3	$253K	Sell	2,830 -2,247	-44%	-$201K	0.03%	128
2022 Q2	$511K	Hold	5,077	–	–	0.05%	108
2022 Q1	$507K	Buy	5,077 +2,247	+79%	+$224K	0.04%	112
2021 Q4	$275K	Hold	2,830	–	–	0.02%	136
2021 Q3	$250K	Buy	2,830 +30	+1%	+$2.65K	0.02%	118
2021 Q2	$249K	Hold	2,800	–	–	0.02%	117
2021 Q1	$262K	Hold	2,800	–	–	0.03%	111
2020 Q4	$258K	Buy	+2,800	New	+$258K	0.03%	114
2017 Q3	–	Sell	-3,800	Closed	-$233K	–	116
2017 Q2	$233K	Hold	3,800	–	–	0.04%	114
2017 Q1	$230K	Sell	3,800 -260	-6%	-$15.7K	0.04%	95
2016 Q4	$238K	Hold	4,060	–	–	0.04%	91
2016 Q3	$243K	Hold	4,060	–	–	0.04%	96
2016 Q2	$265K	Hold	4,060	–	–	0.05%	94
2016 Q1	$244K	Sell	4,060 -231	-5%	-$13.9K	0.05%	93
2015 Q4	$220K	Hold	4,291	–	–	0.04%	95
2015 Q3	$224K	Buy	+4,291	New	+$224K	0.05%	92