Beacon Pointe Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
13,295
-270
| -2% | -$28.1K | 0.01% | 572 |
|
|
2025
Q1 | $1.48M | Buy |
13,565
+135
| +1% | +$14.7K | 0.02% | 532 |
|
|
2024
Q4 | $1.26M | Buy |
13,430
+433
| +3% | +$40.7K | 0.01% | 576 |
|
|
2024
Q3 | $1.25M | Sell |
12,997
-13,329
| -51% | -$1.28M | 0.01% | 569 |
|
|
2024
Q2 | $2.07M | Sell |
26,326
-2,287
| -8% | -$179K | 0.02% | 464 |
|
|
2024
Q1 | $2.35M | Buy |
28,613
+5,828
| +26% | +$479K | 0.03% | 457 |
|
|
2023
Q4 | $1.92M | Buy |
22,785
+315
| +1% | +$26.5K | 0.02% | 491 |
|
|
2023
Q3 | $1.81M | Buy |
22,470
+4,732
| +27% | +$381K | 0.02% | 473 |
|
|
2023
Q2 | $1.57M | Sell |
17,738
-2,887
| -14% | -$255K | 0.03% | 419 |
|
|
2023
Q1 | $1.95M | Buy |
20,625
+10,331
| +100% | +$979K | 0.03% | 398 |
|
|
2022
Q4 | $965K | Buy |
10,294
+2,690
| +35% | +$252K | 0.02% | 516 |
|
|
2022
Q3 | $682K | Buy |
7,604
+399
| +6% | +$35.8K | 0.02% | 553 |
|
|
2022
Q2 | $728K | Buy |
7,205
+70
| +1% | +$7.07K | 0.02% | 549 |
|
|
2022
Q1 | $712K | Buy |
7,135
+4,276
| +150% | +$427K | 0.01% | 709 |
|
|
2021
Q4 | $278K | Buy |
+2,859
| New | +$278K | 0.01% | 765 |
|
|
2021
Q3 | – | Sell |
-2,488
| Closed | -$221K | – | 973 |
|
|
2021
Q2 | $221K | Buy |
+2,488
| New | +$221K | 0.01% | 763 |
|