Ameritas Advisory Services’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 | $1.66M | Sell |
15,929
-5,791
| -27% | -$603K | 0.09% | 233 |
|
|
2025
Q1 | $2.04M | Sell |
21,720
-4,791
| -18% | -$451K | 0.08% | 225 |
|
|
2024
Q4 | $2.49M | Buy |
26,511
+6,067
| +30% | +$571K | 0.09% | 214 |
|
|
2024
Q3 | $1.97M | Sell |
20,444
-4,666
| -19% | -$449K | 0.08% | 236 |
|
|
2024
Q2 | $1.97M | Buy |
25,110
+405
| +2% | +$31.8K | 0.07% | 255 |
|
|
2024
Q1 | $2.05M | Buy |
24,705
+6,277
| +34% | +$521K | 0.08% | 225 |
|
|
2023
Q4 | $1.44M | Sell |
18,428
-6,770
| -27% | -$531K | 0.08% | 222 |
|
|
2023
Q3 | $2.09M | Buy |
25,198
+5,114
| +25% | +$424K | 0.1% | 197 |
|
|
2023
Q2 | $1.79M | Sell |
20,084
-518
| -3% | -$46.1K | 0.23% | 98 |
|
|
2023
Q1 | $1.95M | Sell |
20,602
-4,142
| -17% | -$393K | 0.1% | 195 |
|
|
2022
Q4 | $2.32M | Buy |
24,744
+5,510
| +29% | +$517K | 0.11% | 198 |
|
|
2022
Q3 | $1.72M | Buy |
19,234
+3
| +0% | +$268 | 0.1% | 194 |
|
|
2022
Q2 | $1.94M | Buy |
19,231
+2,946
| +18% | +$296K | 0.11% | 182 |
|
|
2022
Q1 | $1.63M | Sell |
16,285
-18
| -0.1% | -$1.8K | 0.06% | 243 |
|
|
2021
Q4 | $1.58M | Buy |
+16,303
| New | +$1.58M | 0.06% | 253 |
|