AE Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.6M | Buy |
203,445
+25,437
| +14% | +$2.86M | 0.13% | 175 |
|
|
2025
Q4 | $18.8M | Buy |
178,008
+6,238
| +4% | +$691K | 0.11% | 196 |
|
|
2025
Q3 | $19.7M | Buy |
171,770
+7,970
| +5% | +$864K | 0.13% | 176 |
|
|
2025
Q2 | $17.1M | Sell |
163,800
-198
| -0.1% | -$21.1K | 0.12% | 181 |
|
|
2025
Q1 | $17.9M | Buy |
163,998
+23,804
| +17% | +$2.43M | 0.15% | 167 |
|
|
2024
Q4 | $13.2M | Buy |
140,194
+8,802
| +7% | +$853K | 0.11% | 198 |
|
|
2024
Q3 | $12.6M | Buy |
131,392
+3,725
| +3% | +$330K | 0.11% | 197 |
|
|
2024
Q2 | $10M | Buy |
127,667
+2,701
| +2% | +$219K | 0.1% | 220 |
|
|
2024
Q1 | $10.3M | Sell |
124,966
-14,564
| -10% | -$1.17M | 0.12% | 215 |
|
|
2023
Q4 | $11.1M | Sell |
139,530
-18,147
| -12% | -$1.49M | 0.06% | 372 |
|
|
2023
Q3 | $12.7M | Buy |
157,677
+2,089
| +1% | +$182K | 0.08% | 320 |
|
|
2023
Q2 | $13.7M | Sell |
155,588
-3,903
| -2% | -$361K | 0.08% | 292 |
|
|
2023
Q1 | $15.1M | Buy |
159,491
+39,252
| +33% | +$3.63M | 0.1% | 250 |
|
|
2022
Q4 | $11.3M | Buy |
120,239
+31,551
| +36% | +$2.92M | 0.08% | 289 |
|
|
2022
Q3 | $7.93M | Buy |
88,688
+73,461
| +482% | +$7.5M | 0.06% | 328 |
|
|
2022
Q2 | $1.53M | Buy |
15,227
+295
| +2% | +$29.9K | 0.01% | 754 |
|
|
2022
Q1 | $1.49M | Buy |
14,932
+136
| +0.9% | +$12.8K | 0.01% | 788 |
|
|
2021
Q4 | $1.44M | Buy |
14,796
+2,905
| +24% | +$266K | 0.01% | 801 |
|
|
2021
Q3 | $1.05M | Buy |
11,891
+234
| +2% | +$21.9K | 0.01% | 852 |
|
|
2021
Q2 | $1.04M | Sell |
11,657
-681
| -6% | -$64.1K | 0.01% | 823 |
|
|
2021
Q1 | $1.16M | Sell |
12,338
-2,098
| -15% | -$183K | 0.01% | 725 |
|
|
2020
Q4 | $1.33M | Sell |
14,436
-8,281
| -36% | -$806K | 0.02% | 618 |
|
|
2020
Q3 | $2.2M | Sell |
22,717
-7,048
| -24% | -$657K | 0.03% | 399 |
|
|
2020
Q2 | $2.61M | Buy |
29,765
+16,207
| +120% | +$1.46M | 0.04% | 339 |
|
|
2020
Q1 | $1.2M | Buy |
13,558
+2,545
| +23% | +$245K | 0.03% | 438 |
|
|
2019
Q4 | $1.02M | Buy |
11,013
+3,333
| +43% | +$304K | 0.02% | 535 |
|
|
2019
Q3 | $730K | Sell |
7,680
-720
| -9% | -$64.9K | 0.02% | 520 |
|
|
2019
Q2 | $700K | Buy |
+8,400
| New | +$674K | 0.02% | 499 |
|
|
2019
Q1 | – | Sell |
-4,037
| Closed | -$280K | – | 667 |
|
|
2018
Q4 | $280K | Sell |
4,037
-2,633
| -39% | -$185K | 0.05% | 362 |
|
|
2018
Q3 | $445K | Buy |
+6,670
| New | +$445K | 0.02% | 350 |
|
Other funds holding WEC
VCM
VPM
