Creative Planning’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 | $13.4M | Sell |
128,258
-24,936
| -16% | -$2.6M | 0.01% | 436 |
|
|
2025
Q1 | $16.7M | Buy |
153,194
+87,571
| +133% | +$9.54M | 0.02% | 362 |
|
|
2024
Q4 | $6.17M | Buy |
65,623
+8,095
| +14% | +$761K | 0.01% | 592 |
|
|
2024
Q3 | $5.53M | Buy |
57,528
+2,532
| +5% | +$244K | 0.01% | 607 |
|
|
2024
Q2 | $4.31M | Sell |
54,996
-539
| -1% | -$42.3K | ﹤0.01% | 678 |
|
|
2024
Q1 | $4.56M | Buy |
55,535
+3,176
| +6% | +$261K | 0.01% | 636 |
|
|
2023
Q4 | $4.41M | Sell |
52,359
-3,364
| -6% | -$283K | 0.01% | 598 |
|
|
2023
Q3 | $4.49M | Buy |
55,723
+89
| +0.2% | +$7.17K | 0.01% | 566 |
|
|
2023
Q2 | $4.91M | Buy |
55,634
+5,433
| +11% | +$479K | 0.01% | 528 |
|
|
2023
Q1 | $4.76M | Sell |
50,201
-4,361
| -8% | -$413K | 0.01% | 522 |
|
|
2022
Q4 | $5.12M | Sell |
54,562
-623
| -1% | -$58.4K | 0.01% | 490 |
|
|
2022
Q3 | $4.94M | Buy |
55,185
+4,521
| +9% | +$404K | 0.01% | 441 |
|
|
2022
Q2 | $5.1M | Buy |
50,664
+5,637
| +13% | +$567K | 0.01% | 444 |
|
|
2022
Q1 | $4.49M | Sell |
45,027
-500
| -1% | -$49.9K | 0.01% | 481 |
|
|
2021
Q4 | $4.42M | Buy |
45,527
+671
| +1% | +$65.1K | 0.01% | 446 |
|
|
2021
Q3 | $3.96M | Buy |
44,856
+1,359
| +3% | +$120K | 0.01% | 479 |
|
|
2021
Q2 | $3.87M | Sell |
43,497
-16,671
| -28% | -$1.48M | 0.01% | 479 |
|
|
2021
Q1 | $5.63M | Buy |
60,168
+7,493
| +14% | +$701K | 0.01% | 382 |
|
|
2020
Q4 | $4.85M | Buy |
52,675
+1,052
| +2% | +$96.8K | 0.01% | 379 |
|
|
2020
Q3 | $5M | Buy |
51,623
+844
| +2% | +$81.8K | 0.01% | 304 |
|
|
2020
Q2 | $4.45M | Buy |
50,779
+2,732
| +6% | +$239K | 0.01% | 299 |
|
|
2020
Q1 | $4.23M | Buy |
48,047
+1,500
| +3% | +$132K | 0.02% | 279 |
|
|
2019
Q4 | $4.29M | Buy |
46,547
+408
| +0.9% | +$37.6K | 0.01% | 324 |
|
|
2019
Q3 | $4.39M | Buy |
46,139
+2,857
| +7% | +$272K | 0.01% | 305 |
|
|
2019
Q2 | $3.61M | Buy |
43,282
+342
| +0.8% | +$28.5K | 0.01% | 346 |
|
|
2019
Q1 | $3.4M | Sell |
42,940
-1,864
| -4% | -$147K | 0.01% | 344 |
|
|
2018
Q4 | $3.1M | Sell |
44,804
-9,314
| -17% | -$645K | 0.01% | 337 |
|
|
2018
Q3 | $3.61M | Buy |
54,118
+14,031
| +35% | +$937K | 0.01% | 334 |
|
|
2018
Q2 | $2.59M | Sell |
40,087
-6,884
| -15% | -$445K | 0.01% | 410 |
|
|
2018
Q1 | $2.95M | Buy |
46,971
+2,240
| +5% | +$140K | 0.01% | 374 |
|
|
2017
Q4 | $2.97M | Buy |
44,731
+2,178
| +5% | +$145K | 0.01% | 352 |
|
|
2017
Q3 | $2.67M | Buy |
42,553
+2,898
| +7% | +$182K | 0.01% | 384 |
|
|
2017
Q2 | $2.43M | Buy |
39,655
+1,009
| +3% | +$61.9K | 0.01% | 379 |
|
|
2017
Q1 | $2.34M | Sell |
38,646
-3,214
| -8% | -$195K | 0.01% | 374 |
|
|
2016
Q4 | $2.46M | Sell |
41,860
-1,761
| -4% | -$103K | 0.02% | 349 |
|
|
2016
Q3 | $2.61M | Buy |
43,621
+6,509
| +18% | +$390K | 0.02% | 323 |
|
|
2016
Q2 | $2.42M | Sell |
37,112
-410
| -1% | -$26.8K | 0.02% | 297 |
|
|
2016
Q1 | $2.25M | Sell |
37,522
-572
| -2% | -$34.4K | 0.02% | 290 |
|
|
2015
Q4 | $1.96M | Buy |
38,094
+12,488
| +49% | +$641K | 0.02% | 315 |
|
|
2015
Q3 | $1.34M | Buy |
25,606
+2,424
| +10% | +$127K | 0.01% | 396 |
|
|
2015
Q2 | $1.04M | Buy |
23,182
+5,115
| +28% | +$230K | 0.01% | 456 |
|
|
2015
Q1 | $894K | Sell |
18,067
-660
| -4% | -$32.7K | 0.01% | 507 |
|
|
2014
Q4 | $988K | Buy |
18,727
+3,780
| +25% | +$199K | 0.01% | 450 |
|
|
2014
Q3 | $643K | Buy |
14,947
+2,808
| +23% | +$121K | 0.01% | 559 |
|
|
2014
Q2 | $570K | Buy |
12,139
+293
| +2% | +$13.8K | 0.01% | 595 |
|
|
2014
Q1 | $551K | Sell |
11,846
-2,461
| -17% | -$114K | 0.01% | 580 |
|
|
2013
Q4 | $591K | Buy |
14,307
+1,811
| +14% | +$74.8K | 0.01% | 473 |
|
|
2013
Q3 | $505K | Sell |
12,496
-4
| -0% | -$162 | 0.01% | 449 |
|
|
2013
Q2 | $512K | Buy |
+12,500
| New | +$512K | 0.01% | 399 |
|