1IA
1834 Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Sell |
58,929
-1,749
| -3% | -$182K | 0.78% | 41 |
|
|
2025
Q1 | $6.61M | Sell |
60,678
-12,977
| -18% | -$1.41M | 0.85% | 34 |
|
|
2024
Q4 | $6.93M | Sell |
73,655
-8,197
| -10% | -$771K | 0.88% | 31 |
|
|
2024
Q3 | $7.87M | Sell |
81,852
-604
| -0.7% | -$58.1K | 0.92% | 31 |
|
|
2024
Q2 | $6.47M | Buy |
82,456
+11,767
| +17% | +$923K | 0.78% | 35 |
|
|
2024
Q1 | $5.8M | Buy |
70,689
+64,977
| +1,138% | +$5.34M | 0.69% | 47 |
|
|
2023
Q4 | $481K | Sell |
5,712
-5,432
| -49% | -$457K | 0.06% | 172 |
|
|
2023
Q3 | $898K | Buy |
11,144
+989
| +10% | +$79.7K | 0.11% | 125 |
|
|
2023
Q2 | $896K | Buy |
10,155
+564
| +6% | +$49.8K | 0.11% | 128 |
|
|
2023
Q1 | $909K | Buy |
9,591
+3,403
| +55% | +$323K | 0.11% | 132 |
|
|
2022
Q4 | $580K | Hold |
6,188
| – | – | 0.08% | 125 |
|
|
2022
Q3 | $553K | Hold |
6,188
| – | – | 0.08% | 119 |
|
|
2022
Q2 | $623K | Buy |
6,188
+675
| +12% | +$68K | 0.09% | 117 |
|
|
2022
Q1 | $550K | Sell |
5,513
-600
| -10% | -$59.9K | 0.07% | 130 |
|
|
2021
Q4 | $593K | Sell |
6,113
-205
| -3% | -$19.9K | 0.07% | 128 |
|
|
2021
Q3 | $557K | Buy |
6,318
+100
| +2% | +$8.82K | 0.07% | 130 |
|
|
2021
Q2 | $553K | Hold |
6,218
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $582K | Sell |
6,218
-200
| -3% | -$18.7K | 0.08% | 121 |
|
|
2020
Q4 | $591K | Sell |
6,418
-130
| -2% | -$12K | 0.08% | 113 |
|
|
2020
Q3 | $635K | Buy |
6,548
+200
| +3% | +$19.4K | 0.09% | 106 |
|
|
2020
Q2 | $556K | Sell |
6,348
-20
| -0.3% | -$1.75K | 0.09% | 108 |
|
|
2020
Q1 | $561K | Sell |
6,368
-31
| -0.5% | -$2.73K | 0.11% | 106 |
|
|
2019
Q4 | $590K | Hold |
6,399
| – | – | 0.09% | 111 |
|
|
2019
Q3 | $609K | Sell |
6,399
-600
| -9% | -$57.1K | 0.09% | 114 |
|
|
2019
Q2 | $584K | Sell |
6,999
-330
| -5% | -$27.5K | 0.09% | 109 |
|
|
2019
Q1 | $579K | Sell |
7,329
-25
| -0.3% | -$1.98K | 0.09% | 112 |
|
|
2018
Q4 | $510K | Sell |
7,354
-759
| -9% | -$52.6K | 0.09% | 115 |
|
|
2018
Q3 | $542K | Hold |
8,113
| – | – | 0.08% | 120 |
|
|
2018
Q2 | $525K | Sell |
8,113
-2,429
| -23% | -$157K | 0.08% | 117 |
|
|
2018
Q1 | $661K | Buy |
10,542
+179
| +2% | +$11.2K | 0.11% | 109 |
|
|
2017
Q4 | $688K | Buy |
10,363
+6,457
| +165% | +$429K | 0.11% | 114 |
|
|
2017
Q3 | $245K | Hold |
3,906
| – | – | 0.05% | 151 |
|
|
2017
Q2 | $240K | Sell |
3,906
-1,218
| -24% | -$74.8K | 0.05% | 158 |
|
|
2017
Q1 | $311K | Buy |
+5,124
| New | +$311K | 0.06% | 155 |
|
|
2016
Q1 | – | Sell |
-4,260
| Closed | -$219K | – | 180 |
|
|
2015
Q4 | $219K | Buy |
4,260
+300
| +8% | +$15.4K | 0.05% | 170 |
|
|
2015
Q3 | $207K | Buy |
+3,960
| New | +$207K | 0.05% | 184 |
|
|
2014
Q2 | – | Sell |
-10,246
| Closed | -$477K | – | 167 |
|
|
2014
Q1 | $477K | Buy |
+10,246
| New | +$477K | 0.14% | 104 |
|