Commonwealth Equity Services’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 | $21.9M | Buy |
210,092
+918
| +0.4% | +$95.7K | 0.03% | 549 |
|
|
2025
Q1 | $22.8M | Buy |
209,174
+7,861
| +4% | +$857K | 0.03% | 513 |
|
|
2024
Q4 | $18.9M | Buy |
201,313
+4,197
| +2% | +$395K | 0.03% | 552 |
|
|
2024
Q3 | $19M | Buy |
197,116
+16,114
| +9% | +$1.55M | 0.03% | 538 |
|
|
2024
Q2 | $14.2M | Buy |
181,002
+5,675
| +3% | +$445K | 0.02% | 649 |
|
|
2024
Q1 | $14.4M | Buy |
175,327
+23,605
| +16% | +$1.94M | 0.02% | 628 |
|
|
2023
Q4 | $12.8M | Sell |
151,722
-3,815
| -2% | -$321K | 0.02% | 626 |
|
|
2023
Q3 | $12.5M | Buy |
155,537
+4,097
| +3% | +$330K | 0.03% | 582 |
|
|
2023
Q2 | $13.4M | Buy |
151,440
+6,054
| +4% | +$534K | 0.03% | 568 |
|
|
2023
Q1 | $13.8K | Sell |
145,386
-2,431
| -2% | -$230 | 0.03% | 536 |
|
|
2022
Q4 | $13.9M | Buy |
147,817
+9,344
| +7% | +$876K | 0.03% | 498 |
|
|
2022
Q3 | $12.4M | Sell |
138,473
-23,128
| -14% | -$2.07M | 0.03% | 495 |
|
|
2022
Q2 | $16.3M | Buy |
161,601
+24,880
| +18% | +$2.5M | 0.04% | 397 |
|
|
2022
Q1 | $13.6M | Sell |
136,721
-3,235
| -2% | -$323K | 0.03% | 488 |
|
|
2021
Q4 | $13.6M | Buy |
139,956
+17,491
| +14% | +$1.7M | 0.03% | 492 |
|
|
2021
Q3 | $10.8M | Buy |
122,465
+3,768
| +3% | +$332K | 0.03% | 551 |
|
|
2021
Q2 | $10.6M | Buy |
118,697
+2,734
| +2% | +$243K | 0.03% | 541 |
|
|
2021
Q1 | $10.9M | Buy |
115,963
+755
| +0.7% | +$70.7K | 0.03% | 491 |
|
|
2020
Q4 | $10.6M | Buy |
115,208
+2,443
| +2% | +$225K | 0.03% | 458 |
|
|
2020
Q3 | $10.9M | Sell |
112,765
-7,376
| -6% | -$715K | 0.04% | 406 |
|
|
2020
Q2 | $10.5M | Buy |
120,141
+117
| +0.1% | +$10.3K | 0.04% | 392 |
|
|
2020
Q1 | $10.6M | Sell |
120,024
-7,804
| -6% | -$688K | 0.05% | 337 |
|
|
2019
Q4 | $11.8M | Buy |
127,828
+3,575
| +3% | +$330K | 0.04% | 361 |
|
|
2019
Q3 | $11.8M | Sell |
124,253
-15,686
| -11% | -$1.49M | 0.05% | 343 |
|
|
2019
Q2 | $11.7M | Buy |
139,939
+677
| +0.5% | +$56.4K | 0.05% | 335 |
|
|
2019
Q1 | $11M | Buy |
139,262
+2,488
| +2% | +$197K | 0.05% | 336 |
|
|
2018
Q4 | $9.47M | Buy |
136,774
+21,907
| +19% | +$1.52M | 0.05% | 333 |
|
|
2018
Q3 | $7.67M | Sell |
114,867
-3,768
| -3% | -$252K | 0.04% | 404 |
|
|
2018
Q2 | $7.67M | Buy |
118,635
+6,309
| +6% | +$408K | 0.04% | 381 |
|
|
2018
Q1 | $7.04M | Sell |
112,326
-1,650
| -1% | -$103K | 0.04% | 376 |
|
|
2017
Q4 | $7.57M | Buy |
113,976
+6,367
| +6% | +$423K | 0.04% | 366 |
|
|
2017
Q3 | $6.76M | Buy |
107,609
+2,089
| +2% | +$131K | 0.04% | 363 |
|
|
2017
Q2 | $6.48M | Buy |
105,520
+168
| +0.2% | +$10.3K | 0.04% | 361 |
|
|
2017
Q1 | $6.39M | Buy |
105,352
+11,723
| +13% | +$711K | 0.04% | 352 |
|
|
2016
Q4 | $5.49M | Buy |
93,629
+3,082
| +3% | +$181K | 0.04% | 366 |
|
|
2016
Q3 | $5.42M | Sell |
90,547
-5,125
| -5% | -$307K | 0.04% | 350 |
|
|
2016
Q2 | $6.25M | Buy |
95,672
+10,002
| +12% | +$653K | 0.05% | 311 |
|
|
2016
Q1 | $5.15M | Buy |
85,670
+4,208
| +5% | +$253K | 0.05% | 342 |
|
|
2015
Q4 | $4.18M | Sell |
81,462
-1,273
| -2% | -$65.3K | 0.04% | 378 |
|
|
2015
Q3 | $4.32M | Sell |
82,735
-277
| -0.3% | -$14.5K | 0.05% | 339 |
|
|
2015
Q2 | $3.73M | Buy |
83,012
+22,649
| +38% | +$1.02M | 0.04% | 416 |
|
|
2015
Q1 | $2.99M | Buy |
60,363
+3,622
| +6% | +$179K | 0.03% | 473 |
|
|
2014
Q4 | $2.99M | Buy |
56,741
+1,584
| +3% | +$83.6K | 0.03% | 439 |
|
|
2014
Q3 | $2.37M | Sell |
55,157
-2,782
| -5% | -$120K | 0.03% | 498 |
|
|
2014
Q2 | $2.72M | Buy |
57,939
+7,283
| +14% | +$342K | 0.03% | 452 |
|
|
2014
Q1 | $2.36M | Buy |
50,656
+750
| +2% | +$34.9K | 0.03% | 461 |
|
|
2013
Q4 | $2.06M | Buy |
49,906
+1,491
| +3% | +$61.6K | 0.03% | 491 |
|
|
2013
Q3 | $1.96M | Buy |
48,415
+6,178
| +15% | +$249K | 0.03% | 453 |
|
|
2013
Q2 | $1.73M | Buy |
+42,237
| New | +$1.73M | 0.03% | 464 |
|