B. Riley Wealth Advisors’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
Q3 | $401K | Buy |
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|
2025
Q2 | $334K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $554K | Buy |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $554K | Buy |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $868K | Buy |
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|
2022
Q4 | $798K | Sell |
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|
2022
Q3 | $812K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $470K | Sell |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $206K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $93K | Buy |
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