Blue Chip Partners’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 | $301K | Sell |
2,890
-556
| -16% | -$57.9K | 0.02% | 135 |
|
|
2025
Q1 | $376K | Sell |
3,446
-193
| -5% | -$21K | 0.03% | 117 |
|
|
2024
Q4 | $342K | Buy |
3,639
+286
| +9% | +$26.9K | 0.03% | 121 |
|
|
2024
Q3 | $323K | Buy |
3,353
+21
| +0.6% | +$2.02K | 0.03% | 116 |
|
|
2024
Q2 | $261K | Buy |
3,332
+359
| +12% | +$28.2K | 0.02% | 118 |
|
|
2024
Q1 | $244K | Sell |
2,973
-16
| -0.5% | -$1.31K | 0.02% | 120 |
|
|
2023
Q4 | $252K | Sell |
2,989
-242
| -7% | -$20.4K | 0.03% | 125 |
|
|
2023
Q3 | $260K | Sell |
3,231
-388
| -11% | -$31.3K | 0.03% | 119 |
|
|
2023
Q2 | $319K | Buy |
3,619
+144
| +4% | +$12.7K | 0.04% | 117 |
|
|
2023
Q1 | $329K | Buy |
3,475
+25
| +0.7% | +$2.37K | 0.04% | 110 |
|
|
2022
Q4 | $323K | Buy |
3,450
+226
| +7% | +$21.2K | 0.04% | 109 |
|
|
2022
Q3 | $288K | Buy |
3,224
+308
| +11% | +$27.5K | 0.04% | 102 |
|
|
2022
Q2 | $293K | Buy |
2,916
+70
| +2% | +$7.03K | 0.04% | 112 |
|
|
2022
Q1 | $284K | Buy |
2,846
+65
| +2% | +$6.49K | 0.04% | 123 |
|
|
2021
Q4 | $270K | Buy |
2,781
+21
| +0.8% | +$2.04K | 0.03% | 122 |
|
|
2021
Q3 | $243K | Sell |
2,760
-449
| -14% | -$39.5K | 0.03% | 122 |
|
|
2021
Q2 | $285K | Sell |
3,209
-127
| -4% | -$11.3K | 0.04% | 108 |
|
|
2021
Q1 | $312K | Sell |
3,336
-1,009
| -23% | -$94.4K | 0.05% | 99 |
|
|
2020
Q4 | $400K | Sell |
4,345
-81
| -2% | -$7.46K | 0.06% | 87 |
|
|
2020
Q3 | $429K | Sell |
4,426
-121
| -3% | -$11.7K | 0.08% | 79 |
|
|
2020
Q2 | $399K | Sell |
4,547
-62
| -1% | -$5.44K | 0.08% | 77 |
|
|
2020
Q1 | $406K | Sell |
4,609
-1,057
| -19% | -$93.1K | 0.1% | 73 |
|
|
2019
Q4 | $523K | Buy |
5,666
+90
| +2% | +$8.31K | 0.1% | 87 |
|
|
2019
Q3 | $530K | Buy |
5,576
+165
| +3% | +$15.7K | 0.11% | 86 |
|
|
2019
Q2 | $451K | Sell |
5,411
-82
| -1% | -$6.84K | 0.1% | 87 |
|
|
2019
Q1 | $434K | Buy |
5,493
+37
| +0.7% | +$2.92K | 0.1% | 91 |
|
|
2018
Q4 | $378K | Buy |
5,456
+773
| +17% | +$53.6K | 0.1% | 105 |
|
|
2018
Q3 | $313K | Sell |
4,683
-52
| -1% | -$3.48K | 0.08% | 97 |
|
|
2018
Q2 | $306K | Sell |
4,735
-64
| -1% | -$4.14K | 0.08% | 100 |
|
|
2018
Q1 | $301K | Sell |
4,799
-17,469
| -78% | -$1.1M | 0.08% | 111 |
|
|
2017
Q4 | $1.48M | Sell |
22,268
-641
| -3% | -$42.6K | 0.44% | 61 |
|
|
2017
Q3 | $1.44M | Buy |
22,909
+161
| +0.7% | +$10.1K | 0.46% | 62 |
|
|
2017
Q2 | $1.4M | Buy |
22,748
+385
| +2% | +$23.6K | 0.49% | 62 |
|
|
2017
Q1 | $1.36M | Sell |
22,363
-1,017
| -4% | -$61.7K | 0.51% | 59 |
|
|
2016
Q4 | $1.37M | Sell |
23,380
-1,992
| -8% | -$117K | 0.54% | 57 |
|
|
2016
Q3 | $1.52M | Sell |
25,372
-293
| -1% | -$17.5K | 0.67% | 47 |
|
|
2016
Q2 | $1.68M | Buy |
25,665
+182
| +0.7% | +$11.9K | 0.75% | 46 |
|
|
2016
Q1 | $1.53M | Buy |
25,483
+1,057
| +4% | +$63.5K | 0.74% | 47 |
|
|
2015
Q4 | $1.25M | Buy |
24,426
+538
| +2% | +$27.6K | 0.65% | 50 |
|
|
2015
Q3 | $1.25M | Buy |
23,888
+1,590
| +7% | +$83K | 0.79% | 46 |
|
|
2015
Q2 | $1M | Buy |
22,298
+4,219
| +23% | +$190K | 0.64% | 52 |
|
|
2015
Q1 | $895K | Sell |
18,079
-1,042
| -5% | -$51.6K | 0.61% | 52 |
|
|
2014
Q4 | $1.01M | Buy |
+19,121
| New | +$1.01M | 0.7% | 47 |
|