BOK Financial’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 | $2.78M | Sell |
26,659
-440
| -2% | -$45.8K | 0.05% | 291 |
|
|
2025
Q1 | $2.95M | Sell |
27,099
-747
| -3% | -$81.4K | 0.05% | 271 |
|
|
2024
Q4 | $2.6M | Buy |
27,846
+52
| +0.2% | +$4.86K | 0.04% | 297 |
|
|
2024
Q3 | $2.68M | Sell |
27,794
-1,043
| -4% | -$100K | 0.05% | 285 |
|
|
2024
Q2 | $2.26M | Sell |
28,837
-542
| -2% | -$42.5K | 0.04% | 325 |
|
|
2024
Q1 | $2.4M | Buy |
29,379
+2,149
| +8% | +$175K | 0.04% | 337 |
|
|
2023
Q4 | $2.29M | Sell |
27,230
-1,478
| -5% | -$124K | 0.04% | 323 |
|
|
2023
Q3 | $2.34M | Sell |
28,708
-6,411
| -18% | -$522K | 0.05% | 292 |
|
|
2023
Q2 | $3.1M | Sell |
35,119
-48
| -0.1% | -$4.24K | 0.06% | 268 |
|
|
2023
Q1 | $3.33M | Buy |
35,167
+2,652
| +8% | +$251K | 0.07% | 250 |
|
|
2022
Q4 | $3.05M | Buy |
32,515
+105
| +0.3% | +$9.85K | 0.06% | 300 |
|
|
2022
Q3 | $2.9M | Buy |
32,410
+6,620
| +26% | +$592K | 0.06% | 293 |
|
|
2022
Q2 | $2.6M | Buy |
25,790
+146
| +0.6% | +$14.7K | 0.05% | 315 |
|
|
2022
Q1 | $2.56M | Sell |
25,644
-44
| -0.2% | -$4.39K | 0.04% | 349 |
|
|
2021
Q4 | $2.49M | Buy |
25,688
+299
| +1% | +$29K | 0.04% | 358 |
|
|
2021
Q3 | $2.24M | Buy |
+25,389
| New | +$2.24M | 0.04% | 375 |
|
|
2021
Q1 | $2.47M | Sell |
26,429
-1,133
| -4% | -$106K | 0.05% | 343 |
|
|
2020
Q4 | $2.54M | Buy |
27,562
+942
| +4% | +$86.7K | 0.05% | 321 |
|
|
2020
Q3 | $2.58M | Sell |
26,620
-3,486
| -12% | -$338K | 0.06% | 276 |
|
|
2020
Q2 | $2.64M | Buy |
30,106
+1,301
| +5% | +$114K | 0.06% | 269 |
|
|
2020
Q1 | $2.54M | Sell |
28,805
-1,306
| -4% | -$115K | 0.07% | 251 |
|
|
2019
Q4 | $2.78M | Sell |
30,111
-42,605
| -59% | -$3.93M | 0.06% | 288 |
|
|
2019
Q3 | $6.92M | Sell |
72,716
-7,667
| -10% | -$729K | 0.17% | 140 |
|
|
2019
Q2 | $6.7M | Sell |
80,383
-10,750
| -12% | -$896K | 0.16% | 154 |
|
|
2019
Q1 | $7.21M | Sell |
91,133
-9,522
| -9% | -$753K | 0.17% | 144 |
|
|
2018
Q4 | $6.97M | Buy |
100,655
+9,648
| +11% | +$668K | 0.2% | 124 |
|
|
2018
Q3 | $6.08M | Sell |
91,007
-780
| -0.8% | -$52.1K | 0.15% | 173 |
|
|
2018
Q2 | $5.93M | Buy |
91,787
+9,974
| +12% | +$645K | 0.16% | 156 |
|
|
2018
Q1 | $5.13M | Sell |
81,813
-316
| -0.4% | -$19.8K | 0.15% | 163 |
|
|
2017
Q4 | $5.46M | Buy |
82,129
+187
| +0.2% | +$12.4K | 0.15% | 157 |
|
|
2017
Q3 | $5.14M | Sell |
81,942
-15,657
| -16% | -$983K | 0.15% | 160 |
|
|
2017
Q2 | $5.99M | Buy |
97,599
+6,064
| +7% | +$372K | 0.19% | 123 |
|
|
2017
Q1 | $5.55M | Buy |
91,535
+14,040
| +18% | +$851K | 0.17% | 138 |
|
|
2016
Q4 | $4.55M | Buy |
77,495
+2,599
| +3% | +$152K | 0.15% | 154 |
|
|
2016
Q3 | $4.49M | Sell |
74,896
-3,289
| -4% | -$197K | 0.15% | 157 |
|
|
2016
Q2 | $5.11M | Sell |
78,185
-16,080
| -17% | -$1.05M | 0.18% | 126 |
|
|
2016
Q1 | $5.66M | Sell |
94,265
-694
| -0.7% | -$41.7K | 0.2% | 116 |
|
|
2015
Q4 | $4.87M | Sell |
94,959
-348
| -0.4% | -$17.9K | 0.18% | 142 |
|
|
2015
Q3 | $4.98M | Buy |
95,307
+14,062
| +17% | +$734K | 0.19% | 128 |
|
|
2015
Q2 | $3.65M | Sell |
81,245
-768
| -0.9% | -$34.5K | 0.12% | 193 |
|
|
2015
Q1 | $4.06M | Buy |
82,013
+13,974
| +21% | +$692K | 0.14% | 175 |
|
|
2014
Q4 | $3.59M | Sell |
68,039
-22,075
| -24% | -$1.16M | 0.12% | 183 |
|
|
2014
Q3 | $3.87M | Buy |
90,114
+21,494
| +31% | +$924K | 0.13% | 180 |
|
|
2014
Q2 | $3.22M | Buy |
68,620
+58,403
| +572% | +$2.74M | 0.1% | 214 |
|
|
2014
Q1 | $476K | Buy |
10,217
+1,656
| +19% | +$77.2K | 0.02% | 634 |
|
|
2013
Q4 | $353K | Buy |
8,561
+8
| +0.1% | +$330 | 0.01% | 712 |
|
|
2013
Q3 | $345K | Buy |
8,553
+977
| +13% | +$39.4K | 0.01% | 667 |
|
|
2013
Q2 | $311K | Buy |
+7,576
| New | +$311K | 0.01% | 664 |
|