Cambridge Investment Research 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 | $10.5M | Buy |
100,558
+1,225
| +1% | +$128K | 0.03% | 523 |
|
|
2025
Q1 | $10.8M | Sell |
99,333
-473
| -0.5% | -$51.5K | 0.04% | 476 |
|
|
2024
Q4 | $9.39M | Sell |
99,806
-511
| -0.5% | -$48.1K | 0.03% | 512 |
|
|
2024
Q3 | $9.65M | Buy |
100,317
+2,917
| +3% | +$281K | 0.03% | 514 |
|
|
2024
Q2 | $7.64M | Buy |
97,400
+1,551
| +2% | +$122K | 0.03% | 568 |
|
|
2024
Q1 | $7.87M | Buy |
95,849
+4,597
| +5% | +$378K | 0.03% | 542 |
|
|
2023
Q4 | $7.68M | Sell |
91,252
-4,794
| -5% | -$404K | 0.03% | 515 |
|
|
2023
Q3 | $7.74M | Sell |
96,046
-3,837
| -4% | -$309K | 0.04% | 463 |
|
|
2023
Q2 | $8.81M | Buy |
99,883
+22,564
| +29% | +$1.99M | 0.04% | 422 |
|
|
2023
Q1 | $7.33M | Sell |
77,319
-996
| -1% | -$94.4K | 0.04% | 464 |
|
|
2022
Q4 | $7.34M | Sell |
78,315
-1,969
| -2% | -$185K | 0.04% | 448 |
|
|
2022
Q3 | $7.18M | Buy |
80,284
+3,403
| +4% | +$304K | 0.04% | 421 |
|
|
2022
Q2 | $7.74M | Buy |
76,881
+1,093
| +1% | +$110K | 0.04% | 412 |
|
|
2022
Q1 | $7.56M | Buy |
75,788
+3,618
| +5% | +$361K | 0.03% | 475 |
|
|
2021
Q4 | $7.01M | Buy |
72,170
+6,379
| +10% | +$619K | 0.03% | 511 |
|
|
2021
Q3 | $5.8M | Sell |
65,791
-2,786
| -4% | -$246K | 0.03% | 548 |
|
|
2021
Q2 | $6.1M | Sell |
68,577
-941
| -1% | -$83.7K | 0.03% | 534 |
|
|
2021
Q1 | $6.51M | Buy |
69,518
+824
| +1% | +$77.1K | 0.04% | 477 |
|
|
2020
Q4 | $6.32M | Buy |
68,694
+2,637
| +4% | +$243K | 0.04% | 437 |
|
|
2020
Q3 | $6.4M | Buy |
66,057
+6,560
| +11% | +$636K | 0.04% | 392 |
|
|
2020
Q2 | $5.22M | Buy |
59,497
+1,405
| +2% | +$123K | 0.04% | 426 |
|
|
2020
Q1 | $5.12M | Buy |
58,092
+5,760
| +11% | +$508K | 0.05% | 358 |
|
|
2019
Q4 | $4.83M | Buy |
52,332
+1,181
| +2% | +$109K | 0.04% | 479 |
|
|
2019
Q3 | $4.87M | Sell |
51,151
-4,772
| -9% | -$454K | 0.04% | 416 |
|
|
2019
Q2 | $4.66M | Sell |
55,923
-6,169
| -10% | -$514K | 0.04% | 414 |
|
|
2019
Q1 | $4.91M | Buy |
62,092
+9,176
| +17% | +$726K | 0.05% | 375 |
|
|
2018
Q4 | $3.67M | Buy |
52,916
+6,632
| +14% | +$459K | 0.04% | 427 |
|
|
2018
Q3 | $3.09M | Buy |
46,284
+2,355
| +5% | +$157K | 0.03% | 515 |
|
|
2018
Q2 | $2.84M | Sell |
43,929
-1,087
| -2% | -$70.3K | 0.03% | 529 |
|
|
2018
Q1 | $2.82M | Buy |
45,016
+2,294
| +5% | +$144K | 0.03% | 511 |
|
|
2017
Q4 | $2.84M | Buy |
42,722
+2,196
| +5% | +$146K | 0.03% | 470 |
|
|
2017
Q3 | $2.54M | Buy |
40,526
+181
| +0.4% | +$11.4K | 0.03% | 457 |
|
|
2017
Q2 | $2.48M | Sell |
40,345
-1,951
| -5% | -$120K | 0.04% | 439 |
|
|
2017
Q1 | $2.56M | Sell |
42,296
-2,384
| -5% | -$145K | 0.04% | 384 |
|
|
2016
Q4 | $2.62M | Sell |
44,680
-12,356
| -22% | -$725K | 0.05% | 355 |
|
|
2016
Q3 | $3.42M | Buy |
57,036
+263
| +0.5% | +$15.7K | 0.06% | 288 |
|
|
2016
Q2 | $3.71M | Buy |
56,773
+14,690
| +35% | +$959K | 0.08% | 241 |
|
|
2016
Q1 | $2.53M | Buy |
42,083
+4,002
| +11% | +$240K | 0.06% | 302 |
|
|
2015
Q4 | $1.95M | Buy |
38,081
+1,722
| +5% | +$88.4K | 0.05% | 359 |
|
|
2015
Q3 | $1.9M | Buy |
36,359
+31,169
| +601% | +$1.63M | 0.05% | 319 |
|
|
2015
Q2 | $233K | Sell |
5,190
-16,872
| -76% | -$757K | 0.01% | 1191 |
|
|
2015
Q1 | $1.09M | Sell |
22,062
-401
| -2% | -$19.8K | 0.03% | 478 |
|
|
2014
Q4 | $1.19M | Buy |
22,463
+6,858
| +44% | +$362K | 0.04% | 433 |
|
|
2014
Q3 | $671K | Buy |
15,605
+175
| +1% | +$7.53K | 0.02% | 669 |
|
|
2014
Q2 | $724K | Buy |
15,430
+2,167
| +16% | +$102K | 0.03% | 575 |
|
|
2014
Q1 | $617K | Buy |
13,263
+188
| +1% | +$8.75K | 0.02% | 609 |
|
|
2013
Q4 | $541K | Sell |
13,075
-61
| -0.5% | -$2.52K | 0.02% | 626 |
|
|
2013
Q3 | $530K | Sell |
13,136
-1,815
| -12% | -$73.2K | 0.02% | 608 |
|
|
2013
Q2 | $613K | Buy |
+14,951
| New | +$613K | 0.03% | 458 |
|