Atria Investments’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 | $7.23M | Buy |
69,342
+2,481
| +4% | +$259K | 0.09% | 274 |
|
|
2025
Q1 | $7.29M | Buy |
66,861
+3,157
| +5% | +$344K | 0.09% | 250 |
|
|
2024
Q4 | $5.99M | Buy |
63,704
+831
| +1% | +$78.1K | 0.07% | 296 |
|
|
2024
Q3 | $6.05M | Buy |
62,873
+7,646
| +14% | +$735K | 0.08% | 298 |
|
|
2024
Q2 | $4.33M | Buy |
55,227
+8,711
| +19% | +$683K | 0.06% | 380 |
|
|
2024
Q1 | $3.82M | Sell |
46,516
-530
| -1% | -$43.5K | 0.05% | 418 |
|
|
2023
Q4 | $3.96M | Buy |
47,046
+5,646
| +14% | +$475K | 0.06% | 355 |
|
|
2023
Q3 | $3.33M | Sell |
41,400
-12,099
| -23% | -$975K | 0.06% | 396 |
|
|
2023
Q2 | $4.72M | Sell |
53,499
-2,899
| -5% | -$256K | 0.09% | 275 |
|
|
2023
Q1 | $5.35M | Sell |
56,398
-1,382
| -2% | -$131K | 0.1% | 246 |
|
|
2022
Q4 | $5.42M | Sell |
57,780
-1,945
| -3% | -$182K | 0.11% | 230 |
|
|
2022
Q3 | $5.34M | Buy |
59,725
+1,418
| +2% | +$127K | 0.12% | 216 |
|
|
2022
Q2 | $5.87M | Buy |
58,307
+20,081
| +53% | +$2.02M | 0.12% | 204 |
|
|
2022
Q1 | $3.82M | Buy |
38,226
+308
| +0.8% | +$30.7K | 0.07% | 350 |
|
|
2021
Q4 | $3.68M | Buy |
37,918
+5,920
| +19% | +$575K | 0.07% | 366 |
|
|
2021
Q3 | $2.82M | Buy |
31,998
+5,355
| +20% | +$472K | 0.05% | 410 |
|
|
2021
Q2 | $2.37M | Buy |
26,643
+3,427
| +15% | +$305K | 0.05% | 437 |
|
|
2021
Q1 | $2.17M | Buy |
23,216
+2,007
| +9% | +$188K | 0.05% | 426 |
|
|
2020
Q4 | $1.95M | Sell |
21,209
-1,233
| -5% | -$113K | 0.05% | 424 |
|
|
2020
Q3 | $2.18M | Buy |
22,442
+303
| +1% | +$29.4K | 0.07% | 319 |
|
|
2020
Q2 | $1.94M | Buy |
22,139
+1,628
| +8% | +$143K | 0.07% | 319 |
|
|
2020
Q1 | $1.81M | Buy |
20,511
+570
| +3% | +$50.2K | 0.14% | 148 |
|
|
2019
Q4 | $1.84M | Buy |
19,941
+12,018
| +152% | +$1.11M | 0.05% | 336 |
|
|
2019
Q3 | $754K | Buy |
7,923
+1,688
| +27% | +$161K | 0.03% | 495 |
|
|
2019
Q2 | $559K | Buy |
6,235
+393
| +7% | +$35.2K | 0.02% | 550 |
|
|
2019
Q1 | $462K | Sell |
5,842
-122
| -2% | -$9.65K | 0.02% | 554 |
|
|
2018
Q4 | $413K | Sell |
5,964
-574
| -9% | -$39.7K | 0.02% | 563 |
|
|
2018
Q3 | $436K | Buy |
6,538
+901
| +16% | +$60.1K | 0.02% | 635 |
|
|
2018
Q2 | $364K | Buy |
5,637
+1,372
| +32% | +$88.6K | 0.02% | 672 |
|
|
2018
Q1 | $267K | Sell |
4,265
-194
| -4% | -$12.1K | 0.01% | 715 |
|
|
2017
Q4 | $296K | Sell |
4,459
-255
| -5% | -$16.9K | 0.01% | 652 |
|
|
2017
Q3 | $296K | Buy |
4,714
+644
| +16% | +$40.4K | 0.02% | 612 |
|
|
2017
Q2 | $250K | Buy |
+4,070
| New | +$250K | 0.02% | 627 |
|