Anchor Investment Management’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 | $61.2K | Hold |
587
| – | – | 0.01% | 553 |
|
|
2025
Q1 | $64K | Hold |
587
| – | – | 0.01% | 529 |
|
|
2024
Q4 | $55.2K | Hold |
587
| – | – | 0.01% | 555 |
|
|
2024
Q3 | $56.5K | Hold |
587
| – | – | 0.01% | 546 |
|
|
2024
Q2 | $46.1K | Hold |
587
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $48.2K | Buy |
587
+9
| +2% | +$739 | 0.01% | 542 |
|
|
2023
Q4 | $48.7K | Hold |
578
| – | – | 0.01% | 522 |
|
|
2023
Q3 | $46.6K | Hold |
578
| – | – | 0.01% | 516 |
|
|
2023
Q2 | $51K | Hold |
578
| – | – | 0.01% | 505 |
|
|
2023
Q1 | $54.8K | Hold |
578
| – | – | 0.01% | 517 |
|
|
2022
Q4 | $54.2K | Hold |
578
| – | – | 0.01% | 508 |
|
|
2022
Q3 | $51.7K | Hold |
578
| – | – | 0.01% | 500 |
|
|
2022
Q2 | $58.2K | Sell |
578
-72
| -11% | -$7.25K | 0.01% | 514 |
|
|
2022
Q1 | $64.9K | Sell |
650
-1,274
| -66% | -$127K | 0.01% | 517 |
|
|
2021
Q4 | $187K | Hold |
1,924
| – | – | 0.02% | 386 |
|
|
2021
Q3 | $170K | Hold |
1,924
| – | – | 0.02% | 380 |
|
|
2021
Q2 | $171K | Sell |
1,924
-1,274
| -40% | -$113K | 0.02% | 380 |
|
|
2021
Q1 | $299K | Hold |
3,198
| – | – | 0.05% | 286 |
|
|
2020
Q4 | $294K | Hold |
3,198
| – | – | 0.05% | 239 |
|
|
2020
Q3 | $310K | Hold |
3,198
| – | – | 0.06% | 216 |
|
|
2020
Q2 | $280K | Hold |
3,198
| – | – | 0.06% | 215 |
|
|
2020
Q1 | $282K | Hold |
3,198
| – | – | 0.07% | 201 |
|
|
2019
Q4 | $295K | Hold |
3,198
| – | – | 0.06% | 228 |
|
|
2019
Q3 | $304K | Hold |
3,198
| – | – | 0.07% | 225 |
|
|
2019
Q2 | $267K | Hold |
3,198
| – | – | 0.06% | 246 |
|
|
2019
Q1 | $253K | Hold |
3,198
| – | – | 0.06% | 244 |
|
|
2018
Q4 | $221K | Hold |
3,198
| – | – | 0.06% | 253 |
|
|
2018
Q3 | $213K | Hold |
3,198
| – | – | 0.05% | 285 |
|
|
2018
Q2 | $207K | Hold |
3,198
| – | – | 0.05% | 295 |
|
|
2018
Q1 | $201K | Hold |
3,198
| – | – | 0.05% | 297 |
|
|
2017
Q4 | $212K | Hold |
3,198
| – | – | 0.06% | 273 |
|
|
2017
Q3 | $201K | Hold |
3,198
| – | – | 0.06% | 260 |
|
|
2017
Q2 | $196K | Hold |
3,198
| – | – | 0.07% | 242 |
|
|
2017
Q1 | $194K | Hold |
3,198
| – | – | 0.07% | 237 |
|
|
2016
Q4 | $188K | Sell |
3,198
-112
| -3% | -$6.57K | 0.07% | 231 |
|
|
2016
Q3 | $198K | Hold |
3,310
| – | – | 0.08% | 221 |
|
|
2016
Q2 | $216K | Hold |
3,310
| – | – | 0.09% | 209 |
|
|
2016
Q1 | $199K | Buy |
+3,310
| New | +$199K | 0.08% | 208 |
|