Ancora Advisors’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 | $57.7K | Buy |
554
+200
| +56% | +$20.8K | ﹤0.01% | 979 |
|
|
2025
Q1 | $38.6K | Hold |
354
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q4 | $33.3K | Hold |
354
| – | – | ﹤0.01% | 1091 |
|
|
2024
Q3 | $34K | Sell |
354
-57
| -14% | -$5.48K | ﹤0.01% | 1060 |
|
|
2024
Q2 | $32.2K | Hold |
411
| – | – | ﹤0.01% | 1034 |
|
|
2024
Q1 | $33.8K | Hold |
411
| – | – | ﹤0.01% | 1035 |
|
|
2023
Q4 | $34.6K | Hold |
411
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q3 | $33.1K | Buy |
411
+61
| +17% | +$4.91K | ﹤0.01% | 985 |
|
|
2023
Q2 | $30.9K | Hold |
350
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q1 | $33.2K | Sell |
350
-7
| -2% | -$664 | ﹤0.01% | 979 |
|
|
2022
Q4 | $34K | Buy |
357
+7
| +2% | +$667 | ﹤0.01% | 1021 |
|
|
2022
Q3 | $31K | Sell |
350
-124
| -26% | -$11K | ﹤0.01% | 1184 |
|
|
2022
Q2 | $48K | Sell |
474
-54
| -10% | -$5.47K | ﹤0.01% | 1156 |
|
|
2022
Q1 | $53K | Sell |
528
-30
| -5% | -$3.01K | ﹤0.01% | 1192 |
|
|
2021
Q4 | $54K | Hold |
558
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q3 | $49K | Buy |
558
+30
| +6% | +$2.63K | ﹤0.01% | 1179 |
|
|
2021
Q2 | $47K | Hold |
528
| – | – | ﹤0.01% | 1114 |
|
|
2021
Q1 | $49K | Sell |
528
-29
| -5% | -$2.69K | ﹤0.01% | 1055 |
|
|
2020
Q4 | $51K | Buy |
557
+207
| +59% | +$19K | ﹤0.01% | 859 |
|
|
2020
Q3 | $34K | Hold |
350
| – | – | ﹤0.01% | 898 |
|
|
2020
Q2 | $31K | Sell |
350
-17
| -5% | -$1.51K | ﹤0.01% | 891 |
|
|
2020
Q1 | $32K | Buy |
367
+17
| +5% | +$1.48K | ﹤0.01% | 936 |
|
|
2019
Q4 | $32K | Buy |
+350
| New | +$32K | ﹤0.01% | 961 |
|
|
2018
Q4 | – | Sell |
-520
| Closed | -$35K | – | 1184 |
|
|
2018
Q3 | $35K | Buy |
+520
| New | +$35K | ﹤0.01% | 968 |
|
|
2017
Q1 | – | Sell |
-720
| Closed | -$42K | – | 1071 |
|
|
2016
Q4 | $42K | Buy |
+720
| New | +$42K | ﹤0.01% | 807 |
|