Arete Wealth 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 | $404K | Sell |
3,878
-320
| -8% | -$33.3K | 0.03% | 481 |
|
|
2025
Q1 | $457K | Sell |
4,198
-63
| -1% | -$6.86K | 0.03% | 416 |
|
|
2024
Q4 | $399K | Buy |
4,261
+682
| +19% | +$63.9K | 0.03% | 474 |
|
|
2024
Q3 | $343K | Sell |
3,579
-648
| -15% | -$62.1K | 0.03% | 479 |
|
|
2024
Q2 | $331K | Buy |
+4,227
| New | +$331K | 0.03% | 514 |
|
|
2024
Q1 | – | Sell |
-4,053
| Closed | -$341K | – | 745 |
|
|
2023
Q4 | $341K | Buy |
4,053
+70
| +2% | +$5.89K | 0.03% | 513 |
|
|
2023
Q3 | $321K | Buy |
+3,983
| New | +$321K | 0.06% | 331 |
|
|
2023
Q1 | – | Sell |
-4,629
| Closed | -$434M | – | 721 |
|
|
2022
Q4 | $434M | Sell |
4,629
-1,844
| -28% | -$173M | 0.04% | 354 |
|
|
2022
Q3 | $579K | Buy |
6,473
+1,465
| +29% | +$131K | 0.06% | 272 |
|
|
2022
Q2 | $504K | Buy |
+5,008
| New | +$504K | 0.05% | 245 |
|
|
2019
Q4 | – | Sell |
-2,506
| Closed | -$238K | – | 433 |
|
|
2019
Q3 | $238K | Buy |
+2,506
| New | +$238K | 0.05% | 338 |
|