Aptus Capital 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 | $683K | Sell |
6,553
-206
| -3% | -$21.5K | 0.01% | 601 |
|
|
2025
Q1 | $737K | Sell |
6,759
-903
| -12% | -$98.4K | 0.01% | 559 |
|
|
2024
Q4 | $721K | Buy |
7,662
+2,326
| +44% | +$219K | 0.01% | 539 |
|
|
2024
Q3 | $513K | Buy |
5,336
+1,260
| +31% | +$121K | 0.01% | 530 |
|
|
2024
Q2 | $320K | Buy |
4,076
+84
| +2% | +$6.59K | 0.01% | 603 |
|
|
2024
Q1 | $328K | Sell |
3,992
-112
| -3% | -$9.2K | 0.01% | 604 |
|
|
2023
Q4 | $345K | Sell |
4,104
-714
| -15% | -$60.1K | 0.01% | 441 |
|
|
2023
Q3 | $388K | Buy |
4,818
+2,493
| +107% | +$201K | 0.01% | 431 |
|
|
2023
Q2 | $205K | Buy |
2,325
+184
| +9% | +$16.2K | ﹤0.01% | 469 |
|
|
2023
Q1 | $203K | Buy |
+2,141
| New | +$203K | 0.01% | 464 |
|
|
2022
Q4 | – | Sell |
-2,491
| Closed | -$223K | – | 841 |
|
|
2022
Q3 | $223K | Buy |
+2,491
| New | +$223K | 0.01% | 419 |
|