Advisornet Financial’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 | $389K | Sell |
3,736
-205
| -5% | -$21.4K | 0.03% | 424 |
|
|
2025
Q1 | $429K | Sell |
3,941
-156
| -4% | -$17K | 0.03% | 381 |
|
|
2024
Q4 | $385K | Buy |
4,097
+1,530
| +60% | +$144K | 0.03% | 367 |
|
|
2024
Q3 | $247K | Buy |
2,567
+264
| +11% | +$25.4K | 0.02% | 479 |
|
|
2024
Q2 | $181K | Buy |
2,303
+1,268
| +123% | +$99.5K | 0.02% | 502 |
|
|
2024
Q1 | $85K | Sell |
1,035
-199
| -16% | -$16.3K | 0.01% | 674 |
|
|
2023
Q4 | $104K | Sell |
1,234
-1,182
| -49% | -$99.5K | 0.01% | 633 |
|
|
2023
Q3 | $195K | Buy |
2,416
+835
| +53% | +$67.3K | 0.02% | 461 |
|
|
2023
Q2 | $140K | Buy |
1,581
+33
| +2% | +$2.91K | 0.01% | 558 |
|
|
2023
Q1 | $147K | Sell |
1,548
-1,682
| -52% | -$159K | 0.01% | 531 |
|
|
2022
Q4 | $303K | Sell |
3,230
-1,045
| -24% | -$98K | 0.03% | 390 |
|
|
2022
Q3 | $382K | Buy |
4,275
+86
| +2% | +$7.69K | 0.04% | 371 |
|
|
2022
Q2 | $422K | Buy |
4,189
+268
| +7% | +$27K | 0.04% | 340 |
|
|
2022
Q1 | $391K | Buy |
3,921
+50
| +1% | +$4.99K | 0.02% | 408 |
|
|
2021
Q4 | $376K | Buy |
3,871
+61
| +2% | +$5.93K | 0.02% | 451 |
|
|
2021
Q3 | $336K | Hold |
3,810
| – | – | 0.02% | 439 |
|
|
2021
Q2 | $339K | Hold |
3,810
| – | – | 0.02% | 456 |
|
|
2021
Q1 | $357K | Hold |
3,810
| – | – | 0.03% | 424 |
|
|
2020
Q4 | $351K | Sell |
3,810
-11
| -0.3% | -$1.01K | 0.03% | 397 |
|
|
2020
Q3 | $370K | Sell |
3,821
-89
| -2% | -$8.62K | 0.03% | 383 |
|
|
2020
Q2 | $343K | Buy |
3,910
+100
| +3% | +$8.77K | 0.03% | 409 |
|
|
2020
Q1 | $336K | Sell |
3,810
-842
| -18% | -$74.3K | 0.03% | 380 |
|
|
2019
Q4 | $429K | Sell |
4,652
-1,222
| -21% | -$113K | 0.04% | 360 |
|
|
2019
Q3 | $559K | Buy |
5,874
+1,981
| +51% | +$189K | 0.05% | 308 |
|
|
2019
Q2 | $325K | Buy |
3,893
+448
| +13% | +$37.4K | 0.04% | 379 |
|
|
2019
Q1 | $272K | Sell |
3,445
-3
| -0.1% | -$237 | 0.03% | 378 |
|
|
2018
Q4 | $239K | Buy |
3,448
+2,200
| +176% | +$152K | 0.03% | 373 |
|
|
2018
Q3 | $83K | Hold |
1,248
| – | – | 0.01% | 594 |
|
|
2018
Q2 | $81K | Sell |
1,248
-127
| -9% | -$8.24K | 0.01% | 578 |
|
|
2018
Q1 | $86K | Buy |
1,375
+127
| +10% | +$7.94K | 0.01% | 570 |
|
|
2017
Q4 | $83K | Buy |
+1,248
| New | +$83K | 0.01% | 524 |
|