AMG
Advisors Management Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
4,510
+17
| +0.4% | +$1.77K | 0.09% | 103 |
|
|
2025
Q1 | $490K | Sell |
4,493
-434
| -9% | -$47.3K | 0.11% | 100 |
|
|
2024
Q4 | $463K | Sell |
4,927
-1,565
| -24% | -$147K | 0.11% | 102 |
|
|
2024
Q3 | $624K | Buy |
6,492
+21
| +0.3% | +$2.02K | 0.15% | 93 |
|
|
2024
Q2 | $508K | Buy |
6,471
+24
| +0.4% | +$1.88K | 0.13% | 102 |
|
|
2024
Q1 | $529K | Sell |
6,447
-600
| -9% | -$49.2K | 0.13% | 98 |
|
|
2023
Q4 | $593K | Buy |
7,047
+23
| +0.3% | +$1.94K | 0.16% | 90 |
|
|
2023
Q3 | $566K | Sell |
7,024
-76
| -1% | -$6.12K | 0.17% | 90 |
|
|
2023
Q2 | $627K | Sell |
7,100
-77
| -1% | -$6.8K | 0.19% | 85 |
|
|
2023
Q1 | $680K | Sell |
7,177
-1,524
| -18% | -$144K | 0.22% | 78 |
|
|
2022
Q4 | $816K | Buy |
8,701
+124
| +1% | +$11.6K | 0.31% | 67 |
|
|
2022
Q3 | $767K | Buy |
8,577
+1,233
| +17% | +$110K | 0.31% | 69 |
|
|
2022
Q2 | $739K | Sell |
7,344
-282
| -4% | -$28.4K | 0.26% | 72 |
|
|
2022
Q1 | $761K | Sell |
7,626
-293
| -4% | -$29.2K | 0.26% | 69 |
|
|
2021
Q4 | $769K | Buy |
7,919
+40
| +0.5% | +$3.88K | 0.23% | 71 |
|
|
2021
Q3 | $695K | Buy |
7,879
+37
| +0.5% | +$3.26K | 0.22% | 73 |
|
|
2021
Q2 | $698K | Sell |
7,842
-126
| -2% | -$11.2K | 0.21% | 76 |
|
|
2021
Q1 | $746K | Sell |
7,968
-246
| -3% | -$23K | 0.23% | 72 |
|
|
2020
Q4 | $756K | Buy |
8,214
+35
| +0.4% | +$3.22K | 0.31% | 58 |
|
|
2020
Q3 | $793K | Sell |
8,179
-244
| -3% | -$23.7K | 0.33% | 57 |
|
|
2020
Q2 | $738K | Sell |
8,423
-1,389
| -14% | -$122K | 0.33% | 56 |
|
|
2020
Q1 | $865K | Buy |
9,812
+38
| +0.4% | +$3.35K | 0.41% | 50 |
|
|
2019
Q4 | $901K | Sell |
9,774
-207
| -2% | -$19.1K | 0.36% | 50 |
|
|
2019
Q3 | $949K | Sell |
9,981
-510
| -5% | -$48.5K | 0.39% | 52 |
|
|
2019
Q2 | $875K | Buy |
10,491
+49
| +0.5% | +$4.09K | 0.38% | 51 |
|
|
2019
Q1 | $826K | Buy |
10,442
+196
| +2% | +$15.5K | 0.37% | 52 |
|
|
2018
Q4 | $710K | Sell |
10,246
-156
| -1% | -$10.8K | 0.37% | 50 |
|
|
2018
Q3 | $694K | Buy |
10,402
+53
| +0.5% | +$3.54K | 0.32% | 55 |
|
|
2018
Q2 | $669K | Buy |
10,349
+58
| +0.6% | +$3.75K | 0.32% | 55 |
|
|
2018
Q1 | $641K | Buy |
10,291
+60
| +0.6% | +$3.74K | 0.33% | 55 |
|
|
2017
Q4 | $680K | Buy |
10,231
+2,788
| +37% | +$185K | 0.35% | 53 |
|
|
2017
Q3 | $467K | Sell |
7,443
-115
| -2% | -$7.22K | 0.25% | 53 |
|
|
2017
Q2 | $464K | Sell |
7,558
-114
| -1% | -$7K | 0.26% | 54 |
|
|
2017
Q1 | $465K | Buy |
7,672
+222
| +3% | +$13.5K | 0.29% | 50 |
|
|
2016
Q4 | $437K | Buy |
7,450
+35
| +0.5% | +$2.05K | 0.3% | 50 |
|
|
2016
Q3 | $444K | Sell |
7,415
-1,882
| -20% | -$113K | 0.3% | 50 |
|
|
2016
Q2 | $607K | Buy |
9,297
+485
| +6% | +$31.7K | 0.42% | 47 |
|
|
2016
Q1 | $529K | Buy |
8,812
+36
| +0.4% | +$2.16K | 0.39% | 49 |
|
|
2015
Q4 | $450K | Buy |
+8,776
| New | +$450K | 0.37% | 47 |
|