Crewe 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 | $449K | Buy |
4,304
+40
| +0.9% | +$4.17K | 0.06% | 97 |
|
|
2025
Q1 | $465K | Buy |
4,264
+29
| +0.7% | +$3.16K | 0.07% | 81 |
|
|
2024
Q4 | $398K | Buy |
4,235
+556
| +15% | +$52.3K | 0.05% | 94 |
|
|
2024
Q3 | $354K | Buy |
3,679
+24
| +0.7% | +$2.31K | 0.04% | 106 |
|
|
2024
Q2 | $287K | Buy |
3,655
+13
| +0.4% | +$1.02K | 0.03% | 144 |
|
|
2024
Q1 | $299K | Buy |
+3,642
| New | +$299K | 0.03% | 140 |
|
|
2023
Q3 | – | Sell |
-3,423
| Closed | -$302K | – | 924 |
|
|
2023
Q2 | $302K | Buy |
3,423
+23
| +0.7% | +$2.03K | 0.04% | 109 |
|
|
2023
Q1 | $322K | Buy |
3,400
+24
| +0.7% | +$2.28K | 0.05% | 116 |
|
|
2022
Q4 | $317K | Sell |
3,376
-89
| -3% | -$8.35K | 0.05% | 111 |
|
|
2022
Q3 | $310K | Buy |
3,465
+50
| +1% | +$4.47K | 0.06% | 103 |
|
|
2022
Q2 | $344K | Buy |
3,415
+15
| +0.4% | +$1.51K | 0.08% | 83 |
|
|
2022
Q1 | $339K | Buy |
3,400
+20
| +0.6% | +$1.99K | 0.07% | 76 |
|
|
2021
Q4 | $328K | Buy |
3,380
+97
| +3% | +$9.41K | 0.07% | 59 |
|
|
2021
Q3 | $290K | Buy |
3,283
+17
| +0.5% | +$1.5K | 0.07% | 49 |
|
|
2021
Q2 | $291K | Hold |
3,266
| – | – | 0.07% | 49 |
|
|
2021
Q1 | $306K | Hold |
3,266
| – | – | 0.08% | 44 |
|
|
2020
Q4 | $301K | Hold |
3,266
| – | – | 0.12% | 44 |
|
|
2020
Q3 | $316K | Hold |
3,266
| – | – | 0.15% | 35 |
|
|
2020
Q2 | $286K | Buy |
3,266
+227
| +7% | +$19.9K | 0.14% | 41 |
|
|
2020
Q1 | $268K | Hold |
3,039
| – | – | 0.16% | 36 |
|
|
2019
Q4 | $280K | Hold |
3,039
| – | – | 0.12% | 45 |
|
|
2019
Q3 | $289K | Sell |
3,039
-97
| -3% | -$9.22K | 0.13% | 42 |
|
|
2019
Q2 | $261K | Buy |
3,136
+95
| +3% | +$7.91K | 0.08% | 72 |
|
|
2019
Q1 | $240K | Buy |
3,041
+2
| +0.1% | +$158 | 0.08% | 53 |
|
|
2018
Q4 | $210K | Hold |
3,039
| – | – | 0.07% | 56 |
|
|
2018
Q3 | $203K | Buy |
3,039
+139
| +5% | +$9.29K | 0.17% | 55 |
|
|
2018
Q2 | $187K | Hold |
2,900
| – | – | 0.17% | 56 |
|
|
2018
Q1 | $182K | Hold |
2,900
| – | – | 0.18% | 55 |
|
|
2017
Q4 | $193K | Buy |
+2,900
| New | +$193K | 0.19% | 52 |
|