Stifel Financial’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Buy |
1,211,055
+1,380
| +0.1% | +$144K | 0.12% | 176 |
|
|
2025
Q1 | $132M | Sell |
1,209,675
-11,971
| -1% | -$1.3M | 0.14% | 163 |
|
|
2024
Q4 | $115M | Buy |
1,221,646
+5,267
| +0.4% | +$495K | 0.12% | 181 |
|
|
2024
Q3 | $117M | Buy |
1,216,379
+47,293
| +4% | +$4.55M | 0.12% | 175 |
|
|
2024
Q2 | $91.7M | Buy |
1,169,086
+38,055
| +3% | +$2.99M | 0.1% | 194 |
|
|
2024
Q1 | $92.9M | Buy |
1,131,031
+889,500
| +368% | +$73M | 0.11% | 197 |
|
|
2023
Q4 | $20.3M | Buy |
241,531
+11,709
| +5% | +$986K | 0.03% | 509 |
|
|
2023
Q3 | $18.5M | Buy |
229,822
+22,898
| +11% | +$1.84M | 0.03% | 493 |
|
|
2023
Q2 | $18.3M | Buy |
206,924
+730
| +0.4% | +$64.4K | 0.03% | 509 |
|
|
2023
Q1 | $19.5M | Buy |
206,194
+42,095
| +26% | +$3.99M | 0.03% | 465 |
|
|
2022
Q4 | $15.4M | Buy |
164,099
+509
| +0.3% | +$47.7K | 0.02% | 529 |
|
|
2022
Q3 | $14.6M | Sell |
163,590
-1,319
| -0.8% | -$118K | 0.02% | 517 |
|
|
2022
Q2 | $16.6M | Buy |
164,909
+18,216
| +12% | +$1.83M | 0.03% | 494 |
|
|
2022
Q1 | $14.6M | Buy |
146,693
+14,127
| +11% | +$1.41M | 0.02% | 584 |
|
|
2021
Q4 | $12.9M | Buy |
132,566
+23,531
| +22% | +$2.28M | 0.02% | 638 |
|
|
2021
Q3 | $9.62M | Buy |
109,035
+5,025
| +5% | +$443K | 0.01% | 733 |
|
|
2021
Q2 | $9.25M | Sell |
104,010
-18,741
| -15% | -$1.67M | 0.01% | 741 |
|
|
2021
Q1 | $11.5M | Sell |
122,751
-1,329
| -1% | -$124K | 0.02% | 615 |
|
|
2020
Q4 | $11.4M | Sell |
124,080
-5,445
| -4% | -$501K | 0.02% | 559 |
|
|
2020
Q3 | $12.6M | Buy |
129,525
+9,471
| +8% | +$918K | 0.03% | 472 |
|
|
2020
Q2 | $10.5M | Buy |
120,054
+3,410
| +3% | +$299K | 0.02% | 490 |
|
|
2020
Q1 | $10.3M | Sell |
116,644
-552
| -0.5% | -$48.8K | 0.03% | 441 |
|
|
2019
Q4 | $10.8M | Buy |
117,196
+22,475
| +24% | +$2.08M | 0.02% | 576 |
|
|
2019
Q3 | $9.06M | Sell |
94,721
-16,677
| -15% | -$1.6M | 0.02% | 597 |
|
|
2019
Q2 | $9.34M | Buy |
111,398
+2,977
| +3% | +$250K | 0.02% | 594 |
|
|
2019
Q1 | $8.58M | Buy |
108,421
+14,926
| +16% | +$1.18M | 0.02% | 593 |
|
|
2018
Q4 | $6.45M | Sell |
93,495
-1,962
| -2% | -$135K | 0.02% | 654 |
|
|
2018
Q3 | $6.36M | Buy |
95,457
+10,448
| +12% | +$696K | 0.02% | 727 |
|
|
2018
Q2 | $5.48M | Sell |
85,009
-31,061
| -27% | -$2M | 0.02% | 775 |
|
|
2018
Q1 | $7.29M | Buy |
116,070
+38,308
| +49% | +$2.41M | 0.02% | 654 |
|
|
2017
Q4 | $5.15M | Sell |
77,762
-186,867
| -71% | -$12.4M | 0.02% | 750 |
|
|
2017
Q3 | $16.6M | Buy |
264,629
+2,495
| +1% | +$157K | 0.06% | 326 |
|
|
2017
Q2 | $16M | Sell |
262,134
-871
| -0.3% | -$53.2K | 0.06% | 315 |
|
|
2017
Q1 | $15.9M | Buy |
263,005
+101,475
| +63% | +$6.13M | 0.06% | 312 |
|
|
2016
Q4 | $9.49M | Buy |
161,530
+20,525
| +15% | +$1.21M | 0.04% | 433 |
|
|
2016
Q3 | $8.46M | Buy |
141,005
+78,657
| +126% | +$4.72M | 0.04% | 437 |
|
|
2016
Q2 | $4.07M | Buy |
+62,348
| New | +$4.07M | 0.02% | 693 |
|
|
2016
Q1 | – | Sell |
-50,910
| Closed | -$2.61M | – | 2392 |
|
|
2015
Q4 | $2.61M | Sell |
50,910
-74,697
| -59% | -$3.83M | 0.01% | 835 |
|
|
2015
Q3 | $6.56M | Buy |
125,607
+10,518
| +9% | +$549K | 0.04% | 437 |
|
|
2015
Q2 | $5.14M | Buy |
115,089
+36,619
| +47% | +$1.64M | 0.03% | 559 |
|
|
2015
Q1 | $3.88M | Buy |
78,470
+9,725
| +14% | +$481K | 0.02% | 692 |
|
|
2014
Q4 | $3.63M | Buy |
68,745
+8,606
| +14% | +$454K | 0.02% | 679 |
|
|
2014
Q3 | $2.59M | Buy |
60,139
+6,917
| +13% | +$297K | 0.02% | 692 |
|
|
2014
Q2 | $2.5M | Sell |
53,222
-19,790
| -27% | -$928K | 0.02% | 685 |
|
|
2014
Q1 | $3.4M | Buy |
+73,012
| New | +$3.4M | 0.03% | 577 |
|