Avior Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,026
| Closed | -$221K | – | 785 |
|
|
2025
Q1 | $221K | Hold |
2,026
| – | – | 0.01% | 631 |
|
|
2024
Q4 | $191K | Buy |
2,026
+14
| +0.7% | +$1.36K | 0.01% | 714 |
|
|
2024
Q3 | $194K | Buy |
2,012
+49
| +2% | +$4.34K | 0.01% | 708 |
|
|
2024
Q2 | $154K | Sell |
1,963
-816
| -29% | -$66.3K | 0.01% | 742 |
|
|
2024
Q1 | $228K | Buy |
2,779
+2,641
| +1,914% | +$212K | 0.01% | 676 |
|
|
2023
Q4 | $11.6K | Sell |
138
-449
| -76% | -$37K | ﹤0.01% | 969 |
|
|
2023
Q3 | $47.3K | Buy |
587
+1
| +0.2% | +$87 | ﹤0.01% | 770 |
|
|
2023
Q2 | $51.8K | Buy |
586
+3
| +0.5% | +$277 | ﹤0.01% | 754 |
|
|
2023
Q1 | $55.3K | Buy |
583
+387
| +197% | +$35.8K | ﹤0.01% | 744 |
|
|
2022
Q4 | $18.4K | Hold |
196
| – | – | ﹤0.01% | 768 |
|
|
2022
Q3 | $17K | Hold |
196
| – | – | ﹤0.01% | 767 |
|
|
2022
Q2 | $19K | Hold |
196
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $19K | Sell |
196
-97
| -33% | -$9.16K | ﹤0.01% | 729 |
|
|
2021
Q4 | $28K | Sell |
293
-186
| -39% | -$17K | ﹤0.01% | 656 |
|
|
2021
Q3 | $42K | Buy |
479
+372
| +348% | +$34.9K | ﹤0.01% | 578 |
|
|
2021
Q2 | $9K | Hold |
107
| – | – | ﹤0.01% | 769 |
|
|
2021
Q1 | $10K | Hold |
107
| – | – | ﹤0.01% | 767 |
|
|
2020
Q4 | $9K | Hold |
107
| – | – | ﹤0.01% | 730 |
|
|
2020
Q3 | $10K | Hold |
107
| – | – | ﹤0.01% | 693 |
|
|
2020
Q2 | $9K | Hold |
107
| – | – | ﹤0.01% | 683 |
|
|
2020
Q1 | $9K | Hold |
107
| – | – | ﹤0.01% | 589 |
|
|
2019
Q4 | $9K | Hold |
107
| – | – | ﹤0.01% | 616 |
|
|
2019
Q3 | $10K | Hold |
107
| – | – | ﹤0.01% | 588 |
|
|
2019
Q2 | $9K | Buy |
107
+10
| +10% | +$802 | ﹤0.01% | 615 |
|
|
2019
Q1 | $7K | Hold |
97
| – | – | ﹤0.01% | 558 |
|
|
2018
Q4 | $6K | Hold |
97
| – | – | ﹤0.01% | 610 |
|
|
2018
Q3 | $6K | Hold |
97
| – | – | ﹤0.01% | 625 |
|
|
2018
Q2 | $6K | Sell |
97
-789
| -89% | -$49K | ﹤0.01% | 639 |
|
|
2018
Q1 | $56K | Hold |
886
| – | – | 0.01% | 481 |
|
|
2017
Q4 | $59K | Hold |
886
| – | – | 0.01% | 475 |
|
|
2017
Q3 | $56K | Hold |
886
| – | – | 0.02% | 207 |
|
|
2017
Q2 | $54K | Hold |
886
| – | – | 0.02% | 188 |
|
|
2017
Q1 | $54K | Hold |
886
| – | – | 0.02% | 228 |
|
|
2016
Q4 | $52K | Hold |
886
| – | – | 0.02% | 212 |
|
|
2016
Q3 | $53K | Hold |
886
| – | – | 0.02% | 219 |
|
|
2016
Q2 | $58K | Hold |
886
| – | – | 0.02% | 196 |
|
|
2016
Q1 | $53K | Hold |
886
| – | – | 0.02% | 207 |
|
|
2015
Q4 | $45K | Hold |
886
| – | – | 0.02% | 184 |
|
|
2015
Q3 | $46K | Hold |
886
| – | – | 0.03% | 173 |
|
|
2015
Q2 | $40K | Buy |
886
+789
| +813% | +$37.9K | 0.03% | 150 |
|
|
2015
Q1 | $5K | Hold |
97
| – | – | ﹤0.01% | 289 |
|
|
2014
Q4 | $5K | Hold |
97
| – | – | ﹤0.01% | 269 |
|
|
2014
Q3 | $4K | Hold |
97
| – | – | ﹤0.01% | 280 |
|
|
2014
Q2 | $5K | Hold |
97
| – | – | ﹤0.01% | 270 |
|
|
2014
Q1 | $5K | Buy |
+97
| New | +$4.18K | ﹤0.01% | 268 |
|
Other funds holding WEC
Avior Wealth Management's WEC Position: Q2 2025 in Review
Avior Wealth Management sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 2,026 shares — an estimated $221K sold.
Avior Wealth Management first reported a position in WEC in Q1 2014 and held it in 45 quarters. The position peaked at $228K in Q1 2024. 1,260 funds tracked by Wall St. Rank hold WEC as of Q2 2025.
- Avior Wealth Management reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
- Avior Wealth Management sold 2,026 WEC Energy shares in Q2 2025, an estimated $221K.
- Avior Wealth Management first reported a position in WEC Energy in Q1 2014 and held it in 45 quarters.
- Avior Wealth Management's WEC Energy position peaked at $228K in Q1 2024.
- 1,260 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.
Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.