Avantax Advisory Services’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 | $6.25M | Buy |
59,939
+5,362
| +10% | +$559K | 0.03% | 381 |
|
|
2025
Q1 | $5.95M | Sell |
54,577
-170
| -0.3% | -$18.5K | 0.04% | 366 |
|
|
2024
Q4 | $5.15M | Buy |
54,747
+1,692
| +3% | +$159K | 0.03% | 393 |
|
|
2024
Q3 | $5.1M | Buy |
53,055
+18,316
| +53% | +$1.76M | 0.03% | 389 |
|
|
2024
Q2 | $2.73M | Sell |
34,739
-4,758
| -12% | -$373K | 0.02% | 555 |
|
|
2024
Q1 | $3.24M | Buy |
39,497
+5,733
| +17% | +$471K | 0.03% | 408 |
|
|
2023
Q4 | $2.84M | Buy |
33,764
+3,437
| +11% | +$289K | 0.03% | 410 |
|
|
2023
Q3 | $2.44M | Buy |
30,327
+1,866
| +7% | +$150K | 0.03% | 405 |
|
|
2023
Q2 | $2.51M | Buy |
28,461
+3,066
| +12% | +$271K | 0.03% | 392 |
|
|
2023
Q1 | $2.41M | Buy |
25,395
+16,261
| +178% | +$1.54M | 0.03% | 390 |
|
|
2022
Q4 | $856K | Buy |
9,134
+5,306
| +139% | +$498K | 0.01% | 681 |
|
|
2022
Q3 | $342K | Buy |
3,828
+76
| +2% | +$6.79K | 0.01% | 938 |
|
|
2022
Q2 | $378K | Buy |
3,752
+73
| +2% | +$7.35K | 0.01% | 906 |
|
|
2022
Q1 | $364K | Buy |
3,679
+90
| +3% | +$8.91K | 0.01% | 913 |
|
|
2021
Q4 | $348K | Buy |
3,589
+61
| +2% | +$5.92K | 0.01% | 908 |
|
|
2021
Q3 | $311K | Buy |
3,528
+15
| +0.4% | +$1.32K | 0.01% | 911 |
|
|
2021
Q2 | $314K | Sell |
3,513
-20
| -0.6% | -$1.79K | 0.01% | 886 |
|
|
2021
Q1 | $330K | Buy |
3,533
+169
| +5% | +$15.8K | 0.01% | 769 |
|
|
2020
Q4 | $308K | Sell |
3,364
-5,722
| -63% | -$524K | 0.01% | 711 |
|
|
2020
Q3 | $882K | Buy |
9,086
+6,482
| +249% | +$629K | 0.01% | 573 |
|
|
2020
Q2 | $228K | Sell |
2,604
-273
| -9% | -$23.9K | 0.01% | 736 |
|
|
2020
Q1 | $253K | Sell |
2,877
-114
| -4% | -$10K | 0.01% | 644 |
|
|
2019
Q4 | $274K | Buy |
+2,991
| New | +$274K | 0.01% | 659 |
|