CA
Clearstead Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
6,472
+689
| +12% | +$71.8K | 0.01% | 522 |
|
|
2025
Q1 | $630K | Sell |
5,783
-74
| -1% | -$8.06K | 0.01% | 523 |
|
|
2024
Q4 | $551K | Sell |
5,857
-134
| -2% | -$12.6K | 0.01% | 552 |
|
|
2024
Q3 | $576K | Buy |
5,991
+11
| +0.2% | +$1.06K | 0.01% | 537 |
|
|
2024
Q2 | $469K | Sell |
5,980
-319
| -5% | -$25K | 0.01% | 552 |
|
|
2024
Q1 | $535K | Buy |
6,299
+123
| +2% | +$10.4K | 0.03% | 305 |
|
|
2023
Q4 | $520K | Sell |
6,176
-6,194
| -50% | -$521K | 0.03% | 303 |
|
|
2023
Q3 | $996K | Buy |
12,370
+7,392
| +148% | +$595K | 0.03% | 302 |
|
|
2023
Q2 | $439K | Sell |
4,978
-21
| -0.4% | -$1.85K | 0.03% | 304 |
|
|
2023
Q1 | $474K | Sell |
4,999
-706
| -12% | -$66.9K | 0.03% | 271 |
|
|
2022
Q4 | $535K | Buy |
5,705
+856
| +18% | +$80.3K | 0.04% | 250 |
|
|
2022
Q3 | $434K | Buy |
4,849
+74
| +2% | +$6.62K | 0.04% | 245 |
|
|
2022
Q2 | $481K | Hold |
4,775
| – | – | 0.04% | 254 |
|
|
2022
Q1 | $477K | Hold |
4,775
| – | – | 0.03% | 271 |
|
|
2021
Q4 | $464K | Sell |
4,775
-66
| -1% | -$6.41K | 0.03% | 261 |
|
|
2021
Q3 | $427K | Buy |
4,841
+81
| +2% | +$7.15K | 0.03% | 261 |
|
|
2021
Q2 | $423K | Buy |
4,760
+7
| +0.1% | +$622 | 0.03% | 248 |
|
|
2021
Q1 | $445K | Buy |
4,753
+1,000
| +27% | +$93.6K | 0.04% | 230 |
|
|
2020
Q4 | $345K | Sell |
3,753
-450
| -11% | -$41.4K | 0.03% | 243 |
|
|
2020
Q3 | $407K | Buy |
4,203
+600
| +17% | +$58.1K | 0.04% | 204 |
|
|
2020
Q2 | $316K | Buy |
3,603
+485
| +16% | +$42.5K | 0.04% | 223 |
|
|
2020
Q1 | $275K | Sell |
3,118
-45
| -1% | -$3.97K | 0.04% | 204 |
|
|
2019
Q4 | $292K | Sell |
3,163
-1,645
| -34% | -$152K | 0.04% | 227 |
|
|
2019
Q3 | $457K | Buy |
4,808
+1,345
| +39% | +$128K | 0.06% | 175 |
|
|
2019
Q2 | $289K | Sell |
3,463
-255
| -7% | -$21.3K | 0.04% | 224 |
|
|
2019
Q1 | $294K | Buy |
3,718
+444
| +14% | +$35.1K | 0.04% | 213 |
|
|
2018
Q4 | $227K | Buy |
+3,274
| New | +$227K | 0.04% | 228 |
|