Brown Advisory’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 | $2.68M | Sell |
25,757
-155
| -0.6% | -$16.2K | ﹤0.01% | 606 |
|
|
2025
Q1 | $2.82M | Sell |
25,912
-2,324
| -8% | -$253K | ﹤0.01% | 587 |
|
|
2024
Q4 | $2.66M | Buy |
28,236
+1,172
| +4% | +$110K | ﹤0.01% | 603 |
|
|
2024
Q3 | $2.6M | Sell |
27,064
-1,037
| -4% | -$99.7K | ﹤0.01% | 606 |
|
|
2024
Q2 | $2.2M | Sell |
28,101
-1,238
| -4% | -$97.1K | ﹤0.01% | 617 |
|
|
2024
Q1 | $2.41M | Buy |
29,339
+4,656
| +19% | +$382K | ﹤0.01% | 603 |
|
|
2023
Q4 | $2.08M | Buy |
24,683
+1,739
| +8% | +$146K | ﹤0.01% | 617 |
|
|
2023
Q3 | $1.85M | Sell |
22,944
-333
| -1% | -$26.8K | ﹤0.01% | 624 |
|
|
2023
Q2 | $2.05M | Buy |
23,277
+637
| +3% | +$56.2K | ﹤0.01% | 606 |
|
|
2023
Q1 | $2.15M | Sell |
22,640
-36
| -0.2% | -$3.41K | ﹤0.01% | 600 |
|
|
2022
Q4 | $2.13M | Buy |
22,676
+1,173
| +5% | +$110K | ﹤0.01% | 597 |
|
|
2022
Q3 | $1.92M | Buy |
21,503
+1,196
| +6% | +$107K | ﹤0.01% | 571 |
|
|
2022
Q2 | $2.04M | Sell |
20,307
-59
| -0.3% | -$5.94K | ﹤0.01% | 565 |
|
|
2022
Q1 | $2.03M | Buy |
20,366
+1,052
| +5% | +$105K | ﹤0.01% | 579 |
|
|
2021
Q4 | $1.88M | Buy |
19,314
+26
| +0.1% | +$2.52K | ﹤0.01% | 605 |
|
|
2021
Q3 | $1.7M | Sell |
19,288
-726
| -4% | -$64.1K | ﹤0.01% | 600 |
|
|
2021
Q2 | $1.78M | Sell |
20,014
-835
| -4% | -$74.3K | ﹤0.01% | 594 |
|
|
2021
Q1 | $1.95M | Sell |
20,849
-3,941
| -16% | -$369K | ﹤0.01% | 598 |
|
|
2020
Q4 | $2.28M | Sell |
24,790
-120
| -0.5% | -$11K | ﹤0.01% | 523 |
|
|
2020
Q3 | $2.41M | Sell |
24,910
-818
| -3% | -$79.3K | 0.01% | 491 |
|
|
2020
Q2 | $2.26M | Sell |
25,728
-97
| -0.4% | -$8.51K | 0.01% | 483 |
|
|
2020
Q1 | $2.28M | Sell |
25,825
-339
| -1% | -$29.9K | 0.01% | 455 |
|
|
2019
Q4 | $2.41M | Sell |
26,164
-3,324
| -11% | -$306K | 0.01% | 499 |
|
|
2019
Q3 | $2.81M | Buy |
29,488
+248
| +0.8% | +$23.6K | 0.01% | 476 |
|
|
2019
Q2 | $2.44M | Sell |
29,240
-4,432
| -13% | -$370K | 0.01% | 493 |
|
|
2019
Q1 | $2.66M | Sell |
33,672
-311
| -0.9% | -$24.6K | 0.01% | 570 |
|
|
2018
Q4 | $2.35M | Buy |
33,983
+51
| +0.2% | +$3.53K | 0.01% | 561 |
|
|
2018
Q3 | $2.27M | Sell |
33,932
-23,437
| -41% | -$1.56M | 0.01% | 614 |
|
|
2018
Q2 | $3.71M | Buy |
57,369
+21,801
| +61% | +$1.41M | 0.01% | 502 |
|
|
2018
Q1 | $2.23M | Sell |
35,568
-3,841
| -10% | -$241K | 0.01% | 505 |
|
|
2017
Q4 | $2.62M | Sell |
39,409
-250
| -0.6% | -$16.6K | 0.01% | 492 |
|
|
2017
Q3 | $2.49M | Sell |
39,659
-1,899
| -5% | -$119K | 0.01% | 485 |
|
|
2017
Q2 | $2.55M | Buy |
41,558
+730
| +2% | +$44.8K | 0.01% | 500 |
|
|
2017
Q1 | $2.48M | Sell |
40,828
-2,796
| -6% | -$169K | 0.01% | 486 |
|
|
2016
Q4 | $2.56M | Buy |
43,624
+2,106
| +5% | +$123K | 0.01% | 476 |
|
|
2016
Q3 | $2.49M | Sell |
41,518
-1
| -0% | -$60 | 0.01% | 467 |
|
|
2016
Q2 | $2.71M | Buy |
41,519
+2,140
| +5% | +$140K | 0.01% | 441 |
|
|
2016
Q1 | $2.37M | Buy |
39,379
+8,808
| +29% | +$529K | 0.01% | 444 |
|
|
2015
Q4 | $1.57M | Sell |
30,571
-413
| -1% | -$21.2K | 0.01% | 507 |
|
|
2015
Q3 | $1.62M | Buy |
30,984
+6,506
| +27% | +$340K | 0.01% | 505 |
|
|
2015
Q2 | $1.1M | Sell |
24,478
-1,391
| -5% | -$62.5K | ﹤0.01% | 509 |
|
|
2015
Q1 | $1.28M | Sell |
25,869
-1,406
| -5% | -$69.6K | ﹤0.01% | 515 |
|
|
2014
Q4 | $1.44M | Buy |
27,275
+150
| +0.6% | +$7.91K | ﹤0.01% | 505 |
|
|
2014
Q3 | $1.17M | Buy |
27,125
+27
| +0.1% | +$1.16K | ﹤0.01% | 520 |
|
|
2014
Q2 | $1.27M | Buy |
27,098
+268
| +1% | +$12.6K | ﹤0.01% | 515 |
|
|
2014
Q1 | $1.25M | Sell |
26,830
-967
| -3% | -$45K | ﹤0.01% | 503 |
|
|
2013
Q4 | $1.15M | Buy |
27,797
+700
| +3% | +$28.9K | ﹤0.01% | 505 |
|
|
2013
Q3 | $1.09M | Sell |
27,097
-800
| -3% | -$32.3K | ﹤0.01% | 487 |
|
|
2013
Q2 | $1.14M | Buy |
+27,897
| New | +$1.14M | ﹤0.01% | 454 |
|