Cetera Investment Advisers’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 | $14.3M | Sell |
137,114
-18,021
| -12% | -$1.88M | 0.02% | 652 |
|
|
2025
Q1 | $16.9M | Buy |
155,135
+7,669
| +5% | +$836K | 0.03% | 522 |
|
|
2024
Q4 | $13.9M | Sell |
147,466
-3,311
| -2% | -$311K | 0.03% | 560 |
|
|
2024
Q3 | $14.5M | Buy |
150,777
+30,826
| +26% | +$2.96M | 0.03% | 539 |
|
|
2024
Q2 | $9.41M | Buy |
119,951
+4,835
| +4% | +$379K | 0.02% | 694 |
|
|
2024
Q1 | $9.45M | Buy |
115,116
+90,062
| +359% | +$7.4M | 0.02% | 685 |
|
|
2023
Q4 | $2.11M | Buy |
25,054
+12,405
| +98% | +$1.04M | 0.02% | 775 |
|
|
2023
Q3 | $1.02M | Buy |
12,649
+673
| +6% | +$54.2K | 0.01% | 1034 |
|
|
2023
Q2 | $1.06M | Buy |
11,976
+323
| +3% | +$28.5K | 0.01% | 1038 |
|
|
2023
Q1 | $1.1M | Sell |
11,653
-6,130
| -34% | -$581K | 0.01% | 986 |
|
|
2022
Q4 | $1.67M | Buy |
17,783
+8,729
| +96% | +$818K | 0.02% | 774 |
|
|
2022
Q3 | $810K | Sell |
9,054
-95
| -1% | -$8.5K | 0.02% | 804 |
|
|
2022
Q2 | $921K | Buy |
9,149
+384
| +4% | +$38.7K | 0.01% | 827 |
|
|
2022
Q1 | $875K | Buy |
8,765
+923
| +12% | +$92.1K | 0.01% | 867 |
|
|
2021
Q4 | $761K | Buy |
7,842
+230
| +3% | +$22.3K | 0.01% | 932 |
|
|
2021
Q3 | $671K | Sell |
7,612
-712
| -9% | -$62.8K | 0.01% | 967 |
|
|
2021
Q2 | $740K | Buy |
8,324
+1,896
| +29% | +$169K | 0.01% | 900 |
|
|
2021
Q1 | $602K | Sell |
6,428
-2,226
| -26% | -$208K | 0.01% | 875 |
|
|
2020
Q4 | $796K | Buy |
8,654
+3,794
| +78% | +$349K | 0.02% | 758 |
|
|
2020
Q3 | $471K | Buy |
4,860
+2,381
| +96% | +$231K | 0.04% | 395 |
|
|
2020
Q2 | $217K | Sell |
2,479
-49
| -2% | -$4.29K | 0.02% | 562 |
|
|
2020
Q1 | $223K | Buy |
2,528
+94
| +4% | +$8.29K | 0.03% | 474 |
|
|
2019
Q4 | $225K | Buy |
2,434
+25
| +1% | +$2.31K | 0.02% | 521 |
|
|
2019
Q3 | $230K | Buy |
+2,409
| New | +$230K | 0.03% | 472 |
|