CIBC Private Wealth Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
48,506
-5,983
| -11% | -$623K | 0.01% | 424 |
|
|
2025
Q1 | $5.61M | Sell |
54,489
-1,058,750
| -95% | -$109M | 0.01% | 385 |
|
|
2024
Q4 | $105M | Sell |
1,113,239
-77,306
| -6% | -$7.32M | 0.19% | 114 |
|
|
2024
Q3 | $115M | Sell |
1,190,545
-91,127
| -7% | -$8.76M | 0.21% | 116 |
|
|
2024
Q2 | $100M | Buy |
1,281,672
+13,210
| +1% | +$1.03M | 0.19% | 122 |
|
|
2024
Q1 | $103M | Buy |
1,268,462
+69,781
| +6% | +$5.69M | 0.2% | 116 |
|
|
2023
Q4 | $101M | Sell |
1,198,681
-232,303
| -16% | -$19.6M | 0.21% | 110 |
|
|
2023
Q3 | $115M | Buy |
1,430,984
+158,030
| +12% | +$12.7M | 0.27% | 91 |
|
|
2023
Q2 | $112M | Buy |
1,272,954
+1,236,652
| +3,407% | +$109M | 0.25% | 100 |
|
|
2023
Q1 | $3.44M | Sell |
36,302
-182
| -0.5% | -$17.3K | 0.01% | 440 |
|
|
2022
Q4 | $3.42K | Sell |
36,484
-351
| -1% | -$33 | ﹤0.01% | 744 |
|
|
2022
Q3 | $3.29M | Sell |
36,835
-183
| -0.5% | -$16.4K | 0.01% | 414 |
|
|
2022
Q2 | $3.73M | Buy |
37,018
+87
| +0.2% | +$8.76K | 0.01% | 407 |
|
|
2022
Q1 | $3.69M | Buy |
36,931
+807
| +2% | +$80.5K | 0.01% | 434 |
|
|
2021
Q4 | $3.51M | Sell |
36,124
-176
| -0.5% | -$17.1K | 0.01% | 444 |
|
|
2021
Q3 | $3.2M | Sell |
36,300
-41
| -0.1% | -$3.62K | 0.01% | 437 |
|
|
2021
Q2 | $3.23M | Buy |
36,341
+137
| +0.4% | +$12.2K | 0.01% | 459 |
|
|
2021
Q1 | $3.39M | Sell |
36,204
-187,202
| -84% | -$17.5M | 0.01% | 448 |
|
|
2020
Q4 | $20.6M | Buy |
223,406
+177,849
| +390% | +$16.4M | 0.05% | 234 |
|
|
2020
Q3 | $4.41M | Buy |
+45,557
| New | +$4.41M | 0.01% | 375 |
|
|
2020
Q2 | – | Sell |
-35,861
| Closed | -$3.16M | – | 822 |
|
|
2020
Q1 | $3.16M | Buy |
35,861
+85
| +0.2% | +$7.49K | 0.01% | 354 |
|
|
2019
Q4 | $3.3M | Buy |
35,776
+1,583
| +5% | +$146K | 0.01% | 398 |
|
|
2019
Q3 | $3.25M | Buy |
34,193
+468
| +1% | +$44.5K | 0.01% | 396 |
|
|
2019
Q2 | $2.81M | Buy |
33,725
+43
| +0.1% | +$3.59K | 0.01% | 428 |
|
|
2019
Q1 | $2.66M | Buy |
33,682
+2,221
| +7% | +$176K | 0.01% | 421 |
|
|
2018
Q4 | $2.18M | Sell |
31,461
-64
| -0.2% | -$4.43K | 0.01% | 434 |
|
|
2018
Q3 | $2.11M | Sell |
31,525
-19
| -0.1% | -$1.27K | 0.01% | 489 |
|
|
2018
Q2 | $2.04M | Sell |
31,544
-599
| -2% | -$38.7K | 0.01% | 488 |
|
|
2018
Q1 | $2.02M | Sell |
32,143
-239
| -0.7% | -$15K | 0.01% | 477 |
|
|
2017
Q4 | $2.15M | Sell |
32,382
-4,580
| -12% | -$304K | 0.01% | 488 |
|
|
2017
Q3 | $2.32M | Buy |
+36,962
| New | +$2.32M | 0.01% | 454 |
|