B. Riley 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 | $334K | Buy |
+3,210
| New | +$334K | 0.02% | 650 |
|
|
2024
Q4 | $463K | Sell |
4,922
-11
| -0.2% | -$1.03K | 0.02% | 722 |
|
|
2024
Q3 | $475K | Sell |
4,933
-681
| -12% | -$65.5K | 0.01% | 758 |
|
|
2024
Q2 | $441K | Sell |
5,614
-1,262
| -18% | -$99K | 0.01% | 870 |
|
|
2024
Q1 | $554K | Buy |
6,876
+142
| +2% | +$11.4K | 0.02% | 743 |
|
|
2023
Q4 | $567K | Sell |
6,734
-142
| -2% | -$12K | 0.02% | 753 |
|
|
2023
Q3 | $554K | Buy |
6,876
+1,786
| +35% | +$144K | 0.02% | 743 |
|
|
2023
Q2 | $449K | Sell |
5,090
-4,065
| -44% | -$359K | 0.01% | 905 |
|
|
2023
Q1 | $868K | Buy |
9,155
+641
| +8% | +$60.8K | 0.02% | 585 |
|
|
2022
Q4 | $798K | Sell |
8,514
-553
| -6% | -$51.9K | 0.02% | 614 |
|
|
2022
Q3 | $812K | Buy |
9,067
+5,792
| +177% | +$519K | 0.02% | 570 |
|
|
2022
Q2 | $331K | Buy |
3,275
+757
| +30% | +$76.5K | 0.01% | 832 |
|
|
2022
Q1 | $252K | Sell |
2,518
-1,823
| -42% | -$182K | 0.01% | 1092 |
|
|
2021
Q4 | $422K | Buy |
4,341
+211
| +5% | +$20.5K | 0.01% | 912 |
|
|
2021
Q3 | $365K | Buy |
4,130
+1,224
| +42% | +$108K | 0.01% | 936 |
|
|
2021
Q2 | $259K | Sell |
2,906
-7
| -0.2% | -$624 | 0.01% | 1109 |
|
|
2021
Q1 | $273K | Sell |
2,913
-2,185
| -43% | -$205K | 0.01% | 1043 |
|
|
2020
Q4 | $470K | Sell |
5,098
-311
| -6% | -$28.7K | 0.03% | 554 |
|
|
2020
Q3 | $525K | Buy |
5,409
+6
| +0.1% | +$582 | 0.03% | 512 |
|
|
2020
Q2 | $474K | Buy |
5,403
+36
| +0.7% | +$3.16K | 0.03% | 479 |
|
|
2020
Q1 | $473K | Sell |
5,367
-131
| -2% | -$11.5K | 0.04% | 402 |
|
|
2019
Q4 | $508K | Buy |
5,498
+3,131
| +132% | +$289K | 0.04% | 432 |
|
|
2019
Q3 | $226K | Sell |
2,367
-97
| -4% | -$9.26K | 0.02% | 691 |
|
|
2019
Q2 | $206K | Buy |
+2,464
| New | +$206K | 0.02% | 708 |
|
|
2013
Q3 | – | Sell |
-2,257
| Closed | -$93K | – | 752 |
|
|
2013
Q2 | $93K | Buy |
+2,257
| New | +$93K | 0.03% | 564 |
|