Cornerstone Advisors’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 | $1.28M | Hold |
12,300
| – | – | 0.04% | 204 |
|
|
2025
Q1 | $1.34M | Sell |
12,300
-6,600
| -35% | -$719K | 0.06% | 200 |
|
|
2024
Q4 | $1.78M | Hold |
18,900
| – | – | 0.07% | 184 |
|
|
2024
Q3 | $1.82M | Hold |
18,900
| – | – | 0.07% | 193 |
|
|
2024
Q2 | $1.48M | Sell |
18,900
-9,400
| -33% | -$738K | 0.06% | 208 |
|
|
2024
Q1 | $2.32M | Hold |
28,300
| – | – | 0.1% | 199 |
|
|
2023
Q4 | $2.38M | Sell |
28,300
-1,500
| -5% | -$126K | 0.1% | 192 |
|
|
2023
Q3 | $2.4M | Sell |
29,800
-1,100
| -4% | -$88.6K | 0.11% | 181 |
|
|
2023
Q2 | $2.73M | Buy |
30,900
+8,900
| +40% | +$785K | 0.13% | 159 |
|
|
2023
Q1 | $2.09M | Hold |
22,000
| – | – | 0.1% | 146 |
|
|
2022
Q4 | $2.06M | Hold |
22,000
| – | – | 0.1% | 147 |
|
|
2022
Q3 | $1.97M | Buy |
+22,000
| New | +$1.97M | 0.1% | 161 |
|
|
2021
Q2 | – | Sell |
-7,000
| Closed | -$655K | – | 221 |
|
|
2021
Q1 | $655K | Hold |
7,000
| – | – | 0.06% | 165 |
|
|
2020
Q4 | $644K | Buy |
+7,000
| New | +$644K | 0.06% | 156 |
|
|
2017
Q4 | – | Sell |
-15,000
| Closed | -$942K | – | 266 |
|
|
2017
Q3 | $942K | Buy |
+15,000
| New | +$942K | 0.11% | 197 |
|