Advisory Services Network’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 | $5.19M | Sell |
47,607
-554
| -1% | -$60.4K | 0.08% | 262 |
|
|
2025
Q1 | $5.25M | Sell |
48,161
-1,295
| -3% | -$141K | 0.1% | 224 |
|
|
2024
Q4 | $4.65M | Buy |
49,456
+612
| +1% | +$57.6K | 0.09% | 255 |
|
|
2024
Q3 | $3.83M | Hold |
48,844
| – | – | 0.08% | 274 |
|
|
2024
Q2 | $3.83M | Buy |
48,844
+1,413
| +3% | +$111K | 0.08% | 274 |
|
|
2024
Q1 | $3.9M | Buy |
47,431
+9,870
| +26% | +$811K | 0.09% | 268 |
|
|
2023
Q4 | $3.16M | Buy |
37,561
+9,526
| +34% | +$802K | 0.08% | 291 |
|
|
2023
Q3 | $2.26M | Buy |
28,035
+198
| +0.7% | +$15.9K | 0.06% | 375 |
|
|
2023
Q2 | $2.46M | Buy |
27,837
+438
| +2% | +$38.6K | 0.07% | 343 |
|
|
2023
Q1 | $2.6M | Buy |
27,399
+15,357
| +128% | +$1.46M | 0.07% | 322 |
|
|
2022
Q4 | $1.13M | Sell |
12,042
-660
| -5% | -$61.9K | 0.03% | 553 |
|
|
2022
Q3 | $1.14M | Buy |
12,702
+4,872
| +62% | +$436K | 0.04% | 506 |
|
|
2022
Q2 | $789K | Buy |
7,830
+1,145
| +17% | +$115K | 0.03% | 646 |
|
|
2022
Q1 | $667K | Sell |
6,685
-799
| -11% | -$79.7K | 0.02% | 789 |
|
|
2021
Q4 | $727K | Buy |
7,484
+556
| +8% | +$54K | 0.02% | 738 |
|
|
2021
Q3 | $611K | Buy |
6,928
+180
| +3% | +$15.9K | 0.02% | 795 |
|
|
2021
Q2 | $600K | Buy |
6,748
+122
| +2% | +$10.8K | 0.02% | 805 |
|
|
2021
Q1 | $620K | Sell |
6,626
-8,444
| -56% | -$790K | 0.02% | 752 |
|
|
2020
Q4 | $1.39M | Buy |
15,070
+7,795
| +107% | +$717K | 0.06% | 402 |
|
|
2020
Q3 | $705K | Buy |
7,275
+118
| +2% | +$11.4K | 0.03% | 514 |
|
|
2020
Q2 | $627K | Buy |
7,157
+125
| +2% | +$11K | 0.03% | 528 |
|
|
2020
Q1 | $620K | Buy |
7,032
+3,969
| +130% | +$350K | 0.04% | 469 |
|
|
2019
Q4 | $283K | Buy |
3,063
+944
| +45% | +$87.2K | 0.01% | 799 |
|
|
2019
Q3 | $177K | Hold |
2,119
| – | – | 0.01% | 869 |
|
|
2019
Q2 | $177K | Buy |
2,119
+588
| +38% | +$49.1K | 0.01% | 867 |
|
|
2019
Q1 | $121K | Sell |
1,531
-45
| -3% | -$3.56K | 0.01% | 918 |
|
|
2018
Q4 | $109K | Sell |
1,576
-300
| -16% | -$20.7K | 0.01% | 874 |
|
|
2018
Q3 | $125K | Sell |
1,876
-421
| -18% | -$28.1K | 0.01% | 896 |
|
|
2018
Q2 | $150K | Sell |
2,297
-204
| -8% | -$13.3K | 0.01% | 814 |
|
|
2018
Q1 | $157K | Buy |
2,501
+811
| +48% | +$50.9K | 0.01% | 862 |
|
|
2017
Q4 | $112K | Buy |
1,690
+1,033
| +157% | +$68.5K | 0.01% | 957 |
|
|
2017
Q3 | $41K | Sell |
657
-24
| -4% | -$1.5K | ﹤0.01% | 1177 |
|
|
2017
Q2 | $42K | Buy |
681
+102
| +18% | +$6.29K | 0.01% | 1104 |
|
|
2017
Q1 | $35K | Buy |
+579
| New | +$35K | 0.01% | 1088 |
|
|
2016
Q3 | $54K | Buy |
899
+29
| +3% | +$1.74K | 0.01% | 850 |
|
|
2016
Q2 | $57K | Buy |
870
+441
| +103% | +$28.9K | 0.01% | 750 |
|
|
2016
Q1 | $26K | Sell |
429
-178
| -29% | -$10.8K | 0.01% | 857 |
|
|
2015
Q4 | $31K | Buy |
607
+134
| +28% | +$6.84K | 0.01% | 706 |
|
|
2015
Q3 | $25K | Buy |
473
+117
| +33% | +$6.18K | 0.01% | 698 |
|
|
2015
Q2 | $16K | Buy |
356
+156
| +78% | +$7.01K | ﹤0.01% | 783 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 832 |
|
|
2014
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 728 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$8K | – | 806 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 671 |
|