SGK
Steigerwald Gordon & Koch’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
2,570
| – | – | 0.03% | 105 |
|
|
2025
Q1 | $280K | Buy |
2,570
+400
| +18% | +$43.6K | 0.03% | 104 |
|
|
2024
Q4 | $204K | Hold |
2,170
| – | – | 0.02% | 125 |
|
|
2024
Q3 | $209K | Buy |
+2,170
| New | +$209K | 0.02% | 126 |
|
|
2023
Q2 | – | Sell |
-2,170
| Closed | -$206K | – | 110 |
|
|
2023
Q1 | $206K | Sell |
2,170
-200
| -8% | -$19K | 0.03% | 105 |
|
|
2022
Q4 | $222K | Hold |
2,370
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $212K | Hold |
2,370
| – | – | 0.04% | 99 |
|
|
2022
Q2 | $239K | Hold |
2,370
| – | – | 0.04% | 100 |
|
|
2022
Q1 | $237K | Hold |
2,370
| – | – | 0.04% | 105 |
|
|
2021
Q4 | $230K | Buy |
2,370
+20
| +0.9% | +$1.94K | 0.03% | 114 |
|
|
2021
Q3 | $207K | Hold |
2,350
| – | – | 0.03% | 113 |
|
|
2021
Q2 | $209K | Hold |
2,350
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $220K | Sell |
2,350
-200
| -8% | -$18.7K | 0.04% | 101 |
|
|
2020
Q4 | $235K | Hold |
2,550
| – | – | 0.05% | 96 |
|
|
2020
Q3 | $247K | Hold |
2,550
| – | – | 0.06% | 88 |
|
|
2020
Q2 | $224K | Hold |
2,550
| – | – | 0.06% | 88 |
|
|
2020
Q1 | $225K | Hold |
2,550
| – | – | 0.08% | 78 |
|
|
2019
Q4 | $235K | Buy |
2,550
+150
| +6% | +$13.8K | 0.06% | 84 |
|
|
2019
Q3 | $228K | Hold |
2,400
| – | – | 0.06% | 78 |
|
|
2019
Q2 | $200K | Buy |
+2,400
| New | +$200K | 0.05% | 80 |
|