Thomas Story & Son’s WEC Energy WEC Stock Holding History

Thomas Story & Son’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.67M	Buy	92,790 +5,855	+7%	+$610K	3.72%	12
2025 Q1	$9.47M	Buy	86,935 +3,261	+4%	+$355K	3.69%	12
2024 Q4	$7.87M	Sell	83,674 -1,055	-1%	-$99.2K	3.3%	12
2024 Q3	$8.15M	Buy	84,729 +115	+0.1%	+$11.1K	3.32%	13
2024 Q2	$6.64M	Buy	84,614 +400	+0.5%	+$31.4K	2.87%	15
2024 Q1	$6.92M	Buy	84,214 +61,430	+270%	+$5.04M	2.92%	13
2023 Q4	$1.92M	Buy	22,784 +50	+0.2%	+$4.21K	0.9%	28
2023 Q3	$1.83M	Sell	22,734 -45	-0.2%	-$3.62K	0.89%	30
2023 Q2	$2.01M	Buy	22,779 +1,025	+5%	+$90.4K	0.92%	30
2023 Q1	$2.06M	Buy	21,754 +125	+0.6%	+$11.8K	1%	29
2022 Q4	$2.03M	Sell	21,629 -1,150	-5%	-$108K	1.03%	27
2022 Q3	$2.04M	Sell	22,779 -600	-3%	-$53.7K	1.07%	29
2022 Q2	$2.35M	Buy	23,379 +57	+0.2%	+$5.74K	1.12%	29
2022 Q1	$2.33M	Buy	23,322 +1,225	+6%	+$122K	0.92%	31
2021 Q4	$2.15M	Sell	22,097 -1,850	-8%	-$180K	0.84%	31
2021 Q3	$2.11M	Buy	23,947 +747	+3%	+$65.9K	0.86%	31
2021 Q2	$2.06M	Sell	23,200 -775	-3%	-$68.9K	0.77%	34
2021 Q1	$2.24M	Buy	23,975 +460	+2%	+$43.1K	0.85%	32
2020 Q4	$2.16M	Hold	23,515	–	–	0.88%	31
2020 Q3	$2.28M	Buy	23,515 +40	+0.2%	+$3.88K	1.02%	28
2020 Q2	$2.06M	Buy	23,475 +725	+3%	+$63.6K	0.98%	28
2020 Q1	$2.01M	Sell	22,750 -5,425	-19%	-$478K	1.15%	25
2019 Q4	$2.6M	Hold	28,175	–	–	1.28%	23
2019 Q3	$2.68M	Hold	28,175	–	–	1.39%	24
2019 Q2	$2.35M	Hold	28,175	–	–	1.21%	27
2019 Q1	$2.23M	Hold	28,175	–	–	1.17%	28
2018 Q4	$1.95M	Hold	28,175	–	–	1.19%	28
2018 Q3	$1.88M	Hold	28,175	–	–	1%	28
2018 Q2	$1.82M	Buy	28,175 +400	+1%	+$25.9K	1.06%	28
2018 Q1	$1.74M	Sell	27,775 -300	-1%	-$18.8K	1.02%	28
2017 Q4	$1.87M	Sell	28,075 -4,025	-13%	-$267K	1.07%	28
2017 Q3	$2.02M	Sell	32,100 -325	-1%	-$20.4K	1.09%	29
2017 Q2	$1.99M	Hold	32,425	–	–	1.18%	25
2017 Q1	$1.97M	Buy	+32,425	New	+$1.97M	1.12%	26