Citizens Financial Group’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 | $1.11M | Buy |
10,629
+645
| +6% | +$67.2K | 0.02% | 333 |
|
|
2025
Q1 | $1.09M | Buy |
9,984
+1,600
| +19% | +$174K | 0.02% | 307 |
|
|
2024
Q4 | $788K | Buy |
8,384
+2,298
| +38% | +$216K | 0.02% | 330 |
|
|
2024
Q3 | $585K | Hold |
6,086
| – | – | 0.01% | 365 |
|
|
2024
Q2 | $478K | Sell |
6,086
-2
| -0% | -$157 | 0.01% | 377 |
|
|
2024
Q1 | $500K | Sell |
6,088
-10
| -0.2% | -$821 | 0.02% | 286 |
|
|
2023
Q4 | $513K | Buy |
6,098
+1,872
| +44% | +$158K | 0.02% | 281 |
|
|
2023
Q3 | $340K | Sell |
4,226
-324
| -7% | -$26.1K | 0.01% | 276 |
|
|
2023
Q2 | $401K | Hold |
4,550
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $431K | Buy |
4,550
+100
| +2% | +$9.48K | 0.02% | 305 |
|
|
2022
Q4 | $417K | Buy |
4,450
+100
| +2% | +$9.38K | 0.02% | 282 |
|
|
2022
Q3 | $389K | Hold |
4,350
| – | – | 0.02% | 290 |
|
|
2022
Q2 | $438K | Sell |
4,350
-14
| -0.3% | -$1.41K | 0.02% | 282 |
|
|
2022
Q1 | $436K | Buy |
4,364
+14
| +0.3% | +$1.4K | 0.02% | 302 |
|
|
2021
Q4 | $422K | Hold |
4,350
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $384K | Sell |
4,350
-272
| -6% | -$24K | 0.01% | 320 |
|
|
2021
Q2 | $411K | Sell |
4,622
-3
| -0.1% | -$267 | 0.02% | 262 |
|
|
2021
Q1 | $433K | Hold |
4,625
| – | – | 0.02% | 221 |
|
|
2020
Q4 | $426K | Sell |
4,625
-350
| -7% | -$32.2K | 0.02% | 207 |
|
|
2020
Q3 | $482K | Sell |
4,975
-167
| -3% | -$16.2K | 0.03% | 183 |
|
|
2020
Q2 | $451K | Sell |
5,142
-27
| -0.5% | -$2.37K | 0.03% | 197 |
|
|
2020
Q1 | $455K | Sell |
5,169
-608
| -11% | -$53.5K | 0.04% | 193 |
|
|
2019
Q4 | $533K | Buy |
5,777
+188
| +3% | +$17.3K | 0.04% | 179 |
|
|
2019
Q3 | $532K | Sell |
5,589
-365
| -6% | -$34.7K | 0.04% | 170 |
|
|
2019
Q2 | $496K | Sell |
5,954
-261
| -4% | -$21.7K | 0.04% | 168 |
|
|
2019
Q1 | $491K | Sell |
6,215
-656
| -10% | -$51.8K | 0.04% | 171 |
|
|
2018
Q4 | $476K | Buy |
6,871
+656
| +11% | +$45.4K | 0.04% | 151 |
|
|
2018
Q3 | $415K | Hold |
6,215
| – | – | 0.03% | 172 |
|
|
2018
Q2 | $402K | Hold |
6,215
| – | – | 0.03% | 174 |
|
|
2018
Q1 | $390K | Sell |
6,215
-2,700
| -30% | -$169K | 0.03% | 179 |
|
|
2017
Q4 | $592K | Sell |
8,915
-100
| -1% | -$6.64K | 0.05% | 152 |
|
|
2017
Q3 | $566K | Hold |
9,015
| – | – | 0.05% | 149 |
|
|
2017
Q2 | $553K | Sell |
9,015
-95
| -1% | -$5.83K | 0.05% | 153 |
|
|
2017
Q1 | $552K | Sell |
9,110
-35
| -0.4% | -$2.12K | 0.05% | 152 |
|
|
2016
Q4 | $536K | Sell |
9,145
-20
| -0.2% | -$1.17K | 0.05% | 153 |
|
|
2016
Q3 | $549K | Sell |
9,165
-115
| -1% | -$6.89K | 0.05% | 158 |
|
|
2016
Q2 | $606K | Hold |
9,280
| – | – | 0.06% | 155 |
|
|
2016
Q1 | $557K | Sell |
9,280
-220
| -2% | -$13.2K | 0.05% | 160 |
|
|
2015
Q4 | $488K | Buy |
+9,500
| New | +$488K | 0.05% | 168 |
|