Welch & Forbes’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 | $1.22M | Hold |
11,748
| – | – | 0.02% | 215 |
|
|
2025
Q1 | $1.28M | Buy |
11,748
+30
| +0.3% | +$3.27K | 0.02% | 210 |
|
|
2024
Q4 | $1.1M | Sell |
11,718
-22
| -0.2% | -$2.07K | 0.01% | 224 |
|
|
2024
Q3 | $1.13M | Hold |
11,740
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $916K | Sell |
11,740
-479
| -4% | -$37.4K | 0.01% | 232 |
|
|
2024
Q1 | $1M | Sell |
12,219
-26
| -0.2% | -$2.14K | 0.01% | 225 |
|
|
2023
Q4 | $1.03M | Sell |
12,245
-12
| -0.1% | -$1.01K | 0.02% | 223 |
|
|
2023
Q3 | $987K | Buy |
12,257
+27
| +0.2% | +$2.18K | 0.02% | 225 |
|
|
2023
Q2 | $1.08M | Buy |
12,230
+11
| +0.1% | +$971 | 0.02% | 223 |
|
|
2023
Q1 | $1.16M | Hold |
12,219
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $1.15M | Hold |
12,219
| – | – | 0.02% | 212 |
|
|
2022
Q3 | $1.09M | Sell |
12,219
-47
| -0.4% | -$4.2K | 0.02% | 209 |
|
|
2022
Q2 | $1.23M | Sell |
12,266
-1,928
| -14% | -$194K | 0.02% | 204 |
|
|
2022
Q1 | $1.42M | Buy |
14,194
+261
| +2% | +$26.1K | 0.02% | 201 |
|
|
2021
Q4 | $1.35M | Buy |
13,933
+185
| +1% | +$18K | 0.02% | 210 |
|
|
2021
Q3 | $1.21M | Buy |
13,748
+700
| +5% | +$61.8K | 0.02% | 214 |
|
|
2021
Q2 | $1.16M | Sell |
13,048
-114
| -0.9% | -$10.1K | 0.02% | 216 |
|
|
2021
Q1 | $1.23M | Hold |
13,162
| – | – | 0.02% | 206 |
|
|
2020
Q4 | $1.21M | Sell |
13,162
-350
| -3% | -$32.2K | 0.02% | 200 |
|
|
2020
Q3 | $1.31M | Hold |
13,512
| – | – | 0.03% | 179 |
|
|
2020
Q2 | $1.19M | Sell |
13,512
-400
| -3% | -$35.1K | 0.03% | 182 |
|
|
2020
Q1 | $1.23M | Sell |
13,912
-500
| -3% | -$44.1K | 0.03% | 176 |
|
|
2019
Q4 | $1.33M | Sell |
14,412
-100
| -0.7% | -$9.22K | 0.03% | 192 |
|
|
2019
Q3 | $1.38M | Sell |
14,512
-450
| -3% | -$42.8K | 0.03% | 185 |
|
|
2019
Q2 | $1.25M | Sell |
14,962
-112
| -0.7% | -$9.34K | 0.03% | 193 |
|
|
2019
Q1 | $1.19M | Sell |
15,074
-233
| -2% | -$18.4K | 0.03% | 192 |
|
|
2018
Q4 | $1.06M | Sell |
15,307
-346
| -2% | -$23.9K | 0.03% | 192 |
|
|
2018
Q3 | $1.05M | Sell |
15,653
-134
| -0.8% | -$8.95K | 0.02% | 203 |
|
|
2018
Q2 | $1.02M | Sell |
15,787
-622
| -4% | -$40.2K | 0.03% | 194 |
|
|
2018
Q1 | $1.03M | Sell |
16,409
-557
| -3% | -$34.9K | 0.03% | 202 |
|
|
2017
Q4 | $1.13M | Buy |
16,966
+340
| +2% | +$22.6K | 0.03% | 184 |
|
|
2017
Q3 | $1.04M | Sell |
16,626
-299
| -2% | -$18.8K | 0.03% | 193 |
|
|
2017
Q2 | $1.04M | Sell |
16,925
-61
| -0.4% | -$3.75K | 0.03% | 194 |
|
|
2017
Q1 | $1.03M | Sell |
16,986
-851
| -5% | -$51.6K | 0.03% | 193 |
|
|
2016
Q4 | $1.05M | Sell |
17,837
-115
| -0.6% | -$6.75K | 0.03% | 190 |
|
|
2016
Q3 | $1.08M | Sell |
17,952
-623
| -3% | -$37.3K | 0.04% | 164 |
|
|
2016
Q2 | $1.21M | Hold |
18,575
| – | – | 0.04% | 179 |
|
|
2016
Q1 | $1.12M | Sell |
18,575
-444
| -2% | -$26.7K | 0.03% | 182 |
|
|
2015
Q4 | $976K | Sell |
19,019
-18
| -0.1% | -$924 | 0.03% | 189 |
|
|
2015
Q3 | $994K | Sell |
19,037
-838
| -4% | -$43.8K | 0.03% | 197 |
|
|
2015
Q2 | $894K | Sell |
19,875
-575
| -3% | -$25.9K | 0.03% | 202 |
|
|
2015
Q1 | $1.01M | Sell |
20,450
-500
| -2% | -$24.8K | 0.03% | 203 |
|
|
2014
Q4 | $1.11M | Hold |
20,950
| – | – | 0.03% | 205 |
|
|
2014
Q3 | $901K | Hold |
20,950
| – | – | 0.03% | 214 |
|
|
2014
Q2 | $983K | Sell |
20,950
-300
| -1% | -$14.1K | 0.03% | 197 |
|
|
2014
Q1 | $990K | Sell |
21,250
-300
| -1% | -$14K | 0.03% | 205 |
|
|
2013
Q4 | $891K | Hold |
21,550
| – | – | 0.03% | 205 |
|
|
2013
Q3 | $870K | Sell |
21,550
-1,356
| -6% | -$54.7K | 0.03% | 210 |
|
|
2013
Q2 | $939K | Buy |
+22,906
| New | +$939K | 0.03% | 192 |
|