Cerity 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 | $4.62M | Buy |
44,286
+3,006
| +7% | +$313K | 0.01% | 833 |
|
|
2025
Q1 | $4.5M | Sell |
41,280
-12,367
| -23% | -$1.35M | 0.01% | 764 |
|
|
2024
Q4 | $5.08M | Sell |
53,647
-79,297
| -60% | -$7.52M | 0.01% | 707 |
|
|
2024
Q3 | $12.8M | Buy |
132,944
+96,515
| +265% | +$9.28M | 0.03% | 422 |
|
|
2024
Q2 | $2.86M | Sell |
36,429
-13,943
| -28% | -$1.09M | 0.01% | 777 |
|
|
2024
Q1 | $4.14M | Buy |
50,372
+19,621
| +64% | +$1.61M | 0.01% | 704 |
|
|
2023
Q4 | $2.59M | Buy |
30,751
+17,750
| +137% | +$1.49M | 0.01% | 686 |
|
|
2023
Q3 | $1.05M | Sell |
13,001
-4,327
| -25% | -$349K | 0.01% | 741 |
|
|
2023
Q2 | $1.53M | Buy |
17,328
+1,502
| +9% | +$133K | 0.01% | 798 |
|
|
2023
Q1 | $24.3M | Buy |
15,826
+1,141
| +8% | +$1.75M | 0.06% | 216 |
|
|
2022
Q4 | $1.38M | Sell |
14,685
-2,923
| -17% | -$274K | 0.01% | 608 |
|
|
2022
Q3 | $1.58M | Sell |
17,608
-250
| -1% | -$22.4K | 0.02% | 417 |
|
|
2022
Q2 | $1.77M | Buy |
17,858
+9,422
| +112% | +$935K | 0.02% | 433 |
|
|
2022
Q1 | $842K | Buy |
8,436
+6,750
| +400% | +$674K | 0.01% | 477 |
|
|
2021
Q4 | $519K | Sell |
1,686
-2,064
| -55% | -$635K | 0.01% | 582 |
|
|
2021
Q3 | $331K | Sell |
3,750
-241
| -6% | -$21.3K | 0.01% | 546 |
|
|
2021
Q2 | $355K | Buy |
3,991
+303
| +8% | +$27K | 0.01% | 536 |
|
|
2021
Q1 | $345K | Sell |
3,688
-308
| -8% | -$28.8K | 0.01% | 520 |
|
|
2020
Q4 | $368K | Buy |
3,996
+78
| +2% | +$7.18K | 0.01% | 473 |
|
|
2020
Q3 | $380K | Buy |
3,918
+1,024
| +35% | +$99.3K | 0.02% | 363 |
|
|
2020
Q2 | $254K | Buy |
2,894
+57
| +2% | +$5K | 0.01% | 376 |
|
|
2020
Q1 | $250K | Buy |
2,837
+37
| +1% | +$3.26K | 0.02% | 377 |
|
|
2019
Q4 | $258K | Buy |
2,800
+2
| +0.1% | +$184 | 0.01% | 454 |
|
|
2019
Q3 | $266K | Buy |
2,798
+223
| +9% | +$21.2K | 0.02% | 411 |
|
|
2019
Q2 | $215K | Sell |
2,575
-387
| -13% | -$32.3K | 0.01% | 444 |
|
|
2019
Q1 | $234K | Sell |
2,962
-30
| -1% | -$2.37K | 0.02% | 467 |
|
|
2018
Q4 | $207K | Buy |
+2,992
| New | +$207K | 0.01% | 481 |
|
|
2018
Q3 | – | Sell |
-3,238
| Closed | -$209K | – | 563 |
|
|
2018
Q2 | $209K | Sell |
3,238
-5,558
| -63% | -$359K | 0.02% | 506 |
|
|
2018
Q1 | $552K | Sell |
8,796
-73
| -0.8% | -$4.58K | 0.04% | 318 |
|
|
2017
Q4 | $589K | Buy |
8,869
+1,779
| +25% | +$118K | 0.04% | 305 |
|
|
2017
Q3 | $445K | Buy |
+7,090
| New | +$445K | 0.03% | 342 |
|
|
2017
Q2 | – | Sell |
-6,012
| Closed | -$365K | – | 445 |
|
|
2017
Q1 | $365K | Buy |
+6,012
| New | +$365K | 0.03% | 300 |
|