Schaper Benz & Wise Investment Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $456K | Hold |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $511K | Hold |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $258K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $230K | Sell |
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|
2016
Q4 | $238K | Hold |
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|
2016
Q3 | $243K | Hold |
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|
2016
Q2 | $265K | Hold |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $220K | Hold |
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|
2015
Q3 | $224K | Buy |
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