Bell Investment 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 | $3.02K | Buy |
29
+16
| +123% | +$1.67K | ﹤0.01% | 1193 |
|
|
2025
Q1 | $1.42K | Hold |
13
| – | – | ﹤0.01% | 1437 |
|
|
2024
Q4 | $1.22K | Sell |
13
-13
| -50% | -$1.22K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $2.5K | Buy |
26
+6
| +30% | +$577 | ﹤0.01% | 1257 |
|
|
2024
Q2 | $1.57K | Sell |
20
-6
| -23% | -$471 | ﹤0.01% | 1457 |
|
|
2024
Q1 | $2.14K | Buy |
26
+13
| +100% | +$1.07K | ﹤0.01% | 1333 |
|
|
2023
Q4 | $1.1K | Sell |
13
-23
| -64% | -$1.94K | ﹤0.01% | 1561 |
|
|
2023
Q3 | $2.9K | Sell |
36
-19
| -35% | -$1.53K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $4.85K | Sell |
55
-38
| -41% | -$3.35K | ﹤0.01% | 840 |
|
|
2023
Q1 | $8.82K | Buy |
93
+33
| +55% | +$3.13K | ﹤0.01% | 532 |
|
|
2022
Q4 | $5.63K | Buy |
60
+6
| +11% | +$563 | ﹤0.01% | 748 |
|
|
2022
Q3 | $5K | Buy |
54
+5
| +10% | +$463 | ﹤0.01% | 726 |
|
|
2022
Q2 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 747 |
|
|
2021
Q4 | $2K | Sell |
18
-30
| -63% | -$3.33K | ﹤0.01% | 1259 |
|
|
2021
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 843 |
|