Bartlett & Co Wealth Management’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 | $8.33M | Sell |
79,957
-3,009
| -4% | -$314K | 0.12% | 109 |
|
|
2025
Q1 | $9.04M | Buy |
82,966
+41
| +0% | +$4.47K | 0.13% | 106 |
|
|
2024
Q4 | $7.8M | Buy |
82,925
+1,100
| +1% | +$103K | 0.11% | 113 |
|
|
2024
Q3 | $7.87M | Sell |
81,825
-2,350
| -3% | -$226K | 0.11% | 112 |
|
|
2024
Q2 | $6.6M | Sell |
84,175
-1,653
| -2% | -$130K | 0.1% | 118 |
|
|
2024
Q1 | $7.05M | Buy |
85,828
+128
| +0.1% | +$10.5K | 0.11% | 116 |
|
|
2023
Q4 | $7.2M | Sell |
85,700
-325
| -0.4% | -$27.3K | 0.12% | 116 |
|
|
2023
Q3 | $6.93M | Sell |
86,025
-100
| -0.1% | -$8.06K | 0.12% | 114 |
|
|
2023
Q2 | $7.6M | Sell |
86,125
-440
| -0.5% | -$38.8K | 0.13% | 111 |
|
|
2023
Q1 | $8.21M | Hold |
86,565
| – | – | 0.16% | 102 |
|
|
2022
Q4 | $8.12M | Sell |
86,565
-240
| -0.3% | -$22.5K | 0.16% | 106 |
|
|
2022
Q3 | $7.76M | Sell |
86,805
-1,294
| -1% | -$116K | 0.17% | 106 |
|
|
2022
Q2 | $8.87M | Sell |
88,099
-9,160
| -9% | -$922K | 0.18% | 100 |
|
|
2022
Q1 | $9.71M | Sell |
97,259
-4,448
| -4% | -$444K | 0.17% | 101 |
|
|
2021
Q4 | $9.87M | Buy |
101,707
+416
| +0.4% | +$40.4K | 0.17% | 101 |
|
|
2021
Q3 | $8.93M | Sell |
101,291
-115
| -0.1% | -$10.1K | 0.17% | 98 |
|
|
2021
Q2 | $9.02M | Sell |
101,406
-50
| -0% | -$4.45K | 0.17% | 102 |
|
|
2021
Q1 | $9.5M | Sell |
101,456
-209
| -0.2% | -$19.6K | 0.19% | 95 |
|
|
2020
Q4 | $9.36M | Sell |
101,665
-1,326
| -1% | -$122K | 0.2% | 94 |
|
|
2020
Q3 | $9.98M | Sell |
102,991
-365
| -0.4% | -$35.4K | 0.23% | 83 |
|
|
2020
Q2 | $9.06M | Sell |
103,356
-4,793
| -4% | -$420K | 0.24% | 88 |
|
|
2020
Q1 | $9.53M | Sell |
108,149
-2,000
| -2% | -$176K | 0.29% | 81 |
|
|
2019
Q4 | $10.2M | Sell |
110,149
-4,279
| -4% | -$395K | 0.25% | 89 |
|
|
2019
Q3 | $10.9M | Sell |
114,428
-4,259
| -4% | -$405K | 0.29% | 87 |
|
|
2019
Q2 | $9.89M | Buy |
118,687
+1,202
| +1% | +$100K | 0.37% | 64 |
|
|
2019
Q1 | $9.29M | Buy |
117,485
+804
| +0.7% | +$63.6K | 0.36% | 66 |
|
|
2018
Q4 | $8.08M | Sell |
116,681
-902
| -0.8% | -$62.5K | 0.34% | 68 |
|
|
2018
Q3 | $7.85M | Buy |
117,583
+385
| +0.3% | +$25.7K | 0.29% | 73 |
|
|
2018
Q2 | $7.58M | Sell |
117,198
-3,861
| -3% | -$250K | 0.31% | 75 |
|
|
2018
Q1 | $7.59M | Buy |
+121,059
| New | +$7.59M | 0.31% | 72 |
|