Advisors Capital Management’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 | $531K | Buy |
5,097
+245
| +5% | +$25.5K | 0.01% | 364 |
|
|
2025
Q1 | $529K | Buy |
4,852
+177
| +4% | +$19.3K | 0.01% | 353 |
|
|
2024
Q4 | $440K | Buy |
4,675
+127
| +3% | +$11.9K | 0.01% | 392 |
|
|
2024
Q3 | $437K | Sell |
4,548
-101
| -2% | -$9.71K | 0.01% | 381 |
|
|
2024
Q2 | $365K | Buy |
4,649
+183
| +4% | +$14.4K | 0.01% | 392 |
|
|
2024
Q1 | $367K | Sell |
4,466
-2
| -0% | -$164 | 0.01% | 391 |
|
|
2023
Q4 | $376K | Sell |
4,468
-9
| -0.2% | -$757 | 0.01% | 377 |
|
|
2023
Q3 | $361K | Sell |
4,477
-87
| -2% | -$7.02K | 0.01% | 336 |
|
|
2023
Q2 | $403K | Sell |
4,564
-190
| -4% | -$16.8K | 0.01% | 338 |
|
|
2023
Q1 | $451K | Sell |
4,754
-123
| -3% | -$11.7K | 0.01% | 315 |
|
|
2022
Q4 | $457K | Buy |
4,877
+78
| +2% | +$7.31K | 0.01% | 321 |
|
|
2022
Q3 | $444K | Buy |
4,799
+108
| +2% | +$9.99K | 0.01% | 330 |
|
|
2022
Q2 | $472K | Buy |
4,691
+18
| +0.4% | +$1.81K | 0.01% | 301 |
|
|
2022
Q1 | $466K | Sell |
4,673
-7
| -0.1% | -$698 | 0.01% | 317 |
|
|
2021
Q4 | $454K | Buy |
4,680
+51
| +1% | +$4.95K | 0.01% | 322 |
|
|
2021
Q3 | $408K | Buy |
4,629
+1
| +0% | +$88 | 0.01% | 318 |
|
|
2021
Q2 | $412K | Buy |
4,628
+8
| +0.2% | +$712 | 0.01% | 300 |
|
|
2021
Q1 | $432K | Sell |
4,620
-225
| -5% | -$21K | 0.02% | 281 |
|
|
2020
Q4 | $445K | Sell |
4,845
-69
| -1% | -$6.34K | 0.02% | 268 |
|
|
2020
Q3 | $477K | Buy |
4,914
+255
| +5% | +$24.8K | 0.02% | 236 |
|
|
2020
Q2 | $408K | Sell |
4,659
-18
| -0.4% | -$1.58K | 0.02% | 234 |
|
|
2020
Q1 | $412K | Buy |
4,677
+8
| +0.2% | +$705 | 0.03% | 216 |
|
|
2019
Q4 | $431K | Sell |
4,669
-59
| -1% | -$5.45K | 0.02% | 263 |
|
|
2019
Q3 | $450K | Buy |
+4,728
| New | +$450K | 0.02% | 234 |
|