Ameritas Investment Partners’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 | $2.03M | Buy |
19,490
+224
| +1% | +$23.3K | 0.06% | 330 |
|
|
2025
Q1 | $2.1M | Sell |
19,266
-1,019
| -5% | -$111K | 0.07% | 307 |
|
|
2024
Q4 | $1.91M | Buy |
20,285
+284
| +1% | +$26.7K | 0.06% | 353 |
|
|
2024
Q3 | $1.92M | Buy |
20,001
+447
| +2% | +$43K | 0.06% | 351 |
|
|
2024
Q2 | $1.53M | Buy |
19,554
+657
| +3% | +$51.5K | 0.05% | 426 |
|
|
2024
Q1 | $1.55M | Buy |
18,897
+14,907
| +374% | +$1.22M | 0.05% | 449 |
|
|
2023
Q4 | $336K | Buy |
3,990
+249
| +7% | +$21K | 0.01% | 966 |
|
|
2023
Q3 | $301K | Hold |
3,741
| – | – | 0.01% | 955 |
|
|
2023
Q2 | $330K | Sell |
3,741
-226
| -6% | -$19.9K | 0.01% | 898 |
|
|
2023
Q1 | $376K | Hold |
3,967
| – | – | 0.01% | 843 |
|
|
2022
Q4 | $368K | Hold |
3,967
| – | – | 0.01% | 854 |
|
|
2022
Q3 | $353K | Sell |
3,967
-375
| -9% | -$33.4K | 0.02% | 841 |
|
|
2022
Q2 | $436K | Sell |
4,342
-141
| -3% | -$14.2K | 0.02% | 790 |
|
|
2022
Q1 | $447K | Buy |
4,483
+3
| +0.1% | +$299 | 0.02% | 831 |
|
|
2021
Q4 | $434K | Sell |
4,480
-361
| -7% | -$35K | 0.01% | 845 |
|
|
2021
Q3 | $427K | Buy |
4,841
+3
| +0.1% | +$265 | 0.02% | 836 |
|
|
2021
Q2 | $430K | Buy |
4,838
+4
| +0.1% | +$356 | 0.02% | 835 |
|
|
2021
Q1 | $452K | Sell |
4,834
-221
| -4% | -$20.7K | 0.02% | 811 |
|
|
2020
Q4 | $464K | Sell |
5,055
-232
| -4% | -$21.3K | 0.02% | 787 |
|
|
2020
Q3 | $512K | Sell |
5,287
-165
| -3% | -$16K | 0.02% | 710 |
|
|
2020
Q2 | $478K | Sell |
5,452
-152
| -3% | -$13.3K | 0.02% | 714 |
|
|
2020
Q1 | $494K | Sell |
5,604
-165
| -3% | -$14.5K | 0.03% | 626 |
|
|
2019
Q4 | $532K | Buy |
5,769
+2
| +0% | +$184 | 0.02% | 736 |
|
|
2019
Q3 | $548K | Sell |
5,767
-159
| -3% | -$15.1K | 0.03% | 713 |
|
|
2019
Q2 | $493K | Buy |
5,926
+42
| +0.7% | +$3.49K | 0.02% | 743 |
|
|
2019
Q1 | $464K | Hold |
5,884
| – | – | 0.02% | 755 |
|
|
2018
Q4 | $407K | Sell |
5,884
-425
| -7% | -$29.4K | 0.02% | 744 |
|
|
2018
Q3 | $421K | Sell |
6,309
-261
| -4% | -$17.4K | 0.02% | 776 |
|
|
2018
Q2 | $424K | Sell |
6,570
-520
| -7% | -$33.6K | 0.02% | 770 |
|
|
2018
Q1 | $444K | Sell |
7,090
-439
| -6% | -$27.5K | 0.02% | 777 |
|
|
2017
Q4 | $465K | Sell |
7,529
-295
| -4% | -$18.2K | 0.02% | 766 |
|
|
2017
Q3 | $508K | Hold |
7,824
| – | – | 0.02% | 745 |
|
|
2017
Q2 | $480K | Hold |
7,824
| – | – | 0.02% | 763 |
|
|
2017
Q1 | $474K | Sell |
7,824
-285
| -4% | -$17.3K | 0.02% | 769 |
|
|
2016
Q4 | $476K | Hold |
8,109
| – | – | 0.02% | 758 |
|
|
2016
Q3 | $485K | Buy |
8,109
+1,305
| +19% | +$78.1K | 0.03% | 753 |
|
|
2016
Q2 | $443K | Buy |
6,804
+382
| +6% | +$24.9K | 0.03% | 665 |
|
|
2016
Q1 | $385K | Sell |
6,422
-26
| -0.4% | -$1.56K | 0.03% | 715 |
|
|
2015
Q4 | $331K | Buy |
6,448
+590
| +10% | +$30.3K | 0.02% | 768 |
|
|
2015
Q3 | $306K | Buy |
5,858
+5,268
| +893% | +$275K | 0.02% | 755 |
|
|
2015
Q2 | $26K | Sell |
590
-3,631
| -86% | -$160K | ﹤0.01% | 1082 |
|
|
2015
Q1 | $209K | Hold |
4,221
| – | – | 0.01% | 989 |
|
|
2014
Q4 | $222K | Buy |
+4,221
| New | +$222K | 0.02% | 942 |
|
|
2014
Q3 | – | Sell |
-4,465
| Closed | -$209K | – | 1096 |
|
|
2014
Q2 | $209K | Hold |
4,465
| – | – | 0.02% | 985 |
|
|
2014
Q1 | $208K | Sell |
4,465
-399
| -8% | -$18.6K | 0.02% | 960 |
|
|
2013
Q4 | $201K | Buy |
+4,864
| New | +$201K | 0.02% | 969 |
|