Capital Analysts LLC’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 | – | Sell |
-106
| Closed | -$12K | – | 1427 |
|
|
2025
Q1 | $12K | Buy |
+106
| New | +$12K | ﹤0.01% | 1100 |
|
|
2024
Q4 | – | Sell |
-51
| Closed | -$5K | – | 1394 |
|
|
2024
Q3 | $5K | Buy |
51
+13
| +34% | +$1.28K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q4 | $3K | Sell |
38
-47
| -55% | -$3.71K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $7K | Sell |
85
-4
| -4% | -$329 | ﹤0.01% | 942 |
|
|
2023
Q2 | $8K | Buy |
89
+51
| +134% | +$4.58K | ﹤0.01% | 848 |
|
|
2023
Q1 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 891 |
|
|
2015
Q2 | – | Hold |
0
| – | -$15 | – | 403 |
|
|
2015
Q1 | – | Sell |
-31,405
| Closed | -$1.66M | – | 379 |
|
|
2014
Q4 | $1.66M | Sell |
31,405
-1,185
| -4% | -$62.5K | 0.36% | 61 |
|
|
2014
Q3 | $1.4M | Sell |
32,590
-15
| -0% | -$645 | 0.33% | 76 |
|
|
2014
Q2 | $1.53M | Sell |
32,605
-201
| -0.6% | -$9.43K | 0.37% | 67 |
|
|
2014
Q1 | $1.53M | Buy |
32,806
+4,443
| +16% | +$207K | 0.4% | 65 |
|
|
2013
Q4 | $1.17M | Buy |
28,363
+3,807
| +16% | +$157K | 0.32% | 82 |
|
|
2013
Q3 | $992K | Buy |
24,556
+884
| +4% | +$35.7K | 0.3% | 85 |
|
|
2013
Q2 | $970K | Buy |
+23,672
| New | +$970K | 0.31% | 84 |
|