Dana Investment 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 | $1.76M | Sell |
16,906
-150
| -0.9% | -$15.6K | 0.06% | 301 |
|
|
2025
Q1 | $1.86M | Sell |
17,056
-176
| -1% | -$19.2K | 0.07% | 290 |
|
|
2024
Q4 | $1.62M | Buy |
17,232
+3,063
| +22% | +$288K | 0.05% | 322 |
|
|
2024
Q3 | $1.36M | Hold |
14,169
| – | – | 0.05% | 350 |
|
|
2024
Q2 | $1.11M | Sell |
14,169
-3,319
| -19% | -$260K | 0.04% | 361 |
|
|
2024
Q1 | $1.44M | Sell |
17,488
-3,550
| -17% | -$292K | 0.05% | 335 |
|
|
2023
Q4 | $1.77M | Sell |
21,038
-2,707
| -11% | -$228K | 0.09% | 167 |
|
|
2023
Q3 | $1.91M | Sell |
23,745
-3,391
| -12% | -$273K | 0.1% | 149 |
|
|
2023
Q2 | $2.39M | Sell |
27,136
-1,327
| -5% | -$117K | 0.12% | 126 |
|
|
2023
Q1 | $2.7M | Sell |
28,463
-803
| -3% | -$76.1K | 0.14% | 118 |
|
|
2022
Q4 | $2.74M | Sell |
29,266
-1,020
| -3% | -$95.6K | 0.14% | 116 |
|
|
2022
Q3 | $2.71M | Sell |
30,286
-282
| -0.9% | -$25.2K | 0.15% | 110 |
|
|
2022
Q2 | $3.08M | Buy |
+30,568
| New | +$3.08M | 0.16% | 107 |
|
|
2021
Q4 | – | Sell |
-19,104
| Closed | -$1.69M | – | 352 |
|
|
2021
Q3 | $1.69M | Buy |
19,104
+364
| +2% | +$32.1K | 0.08% | 161 |
|
|
2021
Q2 | $1.67M | Sell |
18,740
-168
| -0.9% | -$14.9K | 0.07% | 162 |
|
|
2021
Q1 | $1.77M | Buy |
18,908
+409
| +2% | +$38.3K | 0.08% | 155 |
|
|
2020
Q4 | $1.7M | Buy |
18,499
+693
| +4% | +$63.8K | 0.08% | 157 |
|
|
2020
Q3 | $1.73M | Buy |
17,806
+1,951
| +12% | +$189K | 0.09% | 125 |
|
|
2020
Q2 | $1.39M | Sell |
15,855
-6
| -0% | -$526 | 0.08% | 163 |
|
|
2020
Q1 | $1.4M | Sell |
15,861
-39
| -0.2% | -$3.44K | 0.09% | 131 |
|
|
2019
Q4 | $1.47M | Sell |
15,900
-6,838
| -30% | -$630K | 0.07% | 178 |
|
|
2019
Q3 | $2.16M | Sell |
22,738
-1,753
| -7% | -$167K | 0.11% | 123 |
|
|
2019
Q2 | $2.04M | Sell |
24,491
-4,422
| -15% | -$369K | 0.1% | 145 |
|
|
2019
Q1 | $2.29M | Sell |
28,913
-1,933
| -6% | -$153K | 0.11% | 127 |
|
|
2018
Q4 | $2.14M | Sell |
30,846
-3,288
| -10% | -$228K | 0.11% | 130 |
|
|
2018
Q3 | $2.28M | Sell |
34,134
-4,024
| -11% | -$269K | 0.09% | 163 |
|
|
2018
Q2 | $2.47M | Sell |
38,158
-1,482
| -4% | -$95.8K | 0.11% | 146 |
|
|
2018
Q1 | $2.49M | Sell |
39,640
-4,595
| -10% | -$288K | 0.11% | 135 |
|
|
2017
Q4 | $2.94M | Sell |
44,235
-1,196
| -3% | -$79.5K | 0.13% | 117 |
|
|
2017
Q3 | $2.85M | Sell |
45,431
-2,295
| -5% | -$144K | 0.13% | 117 |
|
|
2017
Q2 | $2.93M | Sell |
47,726
-226,531
| -83% | -$13.9M | 0.14% | 117 |
|
|
2017
Q1 | $16.6M | Sell |
274,257
-10,073
| -4% | -$611K | 0.77% | 50 |
|
|
2016
Q4 | $16.7M | Buy |
284,330
+255,901
| +900% | +$15M | 0.79% | 48 |
|
|
2016
Q3 | $1.7M | Sell |
28,429
-21,039
| -43% | -$1.26M | 0.08% | 182 |
|
|
2016
Q2 | $3.23M | Sell |
49,468
-2,299
| -4% | -$150K | 0.14% | 122 |
|
|
2016
Q1 | $3.11M | Buy |
51,767
+49,066
| +1,817% | +$2.95M | 0.14% | 117 |
|
|
2015
Q4 | $2.7K | Sell |
2,701
-49,274
| -95% | -$49.3K | 0.13% | 125 |
|
|
2015
Q3 | $2.71M | Buy |
51,975
+2,128
| +4% | +$111K | 0.13% | 120 |
|
|
2015
Q2 | $2.24M | Buy |
49,847
+3,034
| +6% | +$136K | 0.11% | 126 |
|
|
2015
Q1 | $2.32M | Sell |
46,813
-4,685
| -9% | -$232K | 0.11% | 123 |
|
|
2014
Q4 | $2.72M | Buy |
51,498
+5,536
| +12% | +$292K | 0.11% | 119 |
|
|
2014
Q3 | $1.98M | Buy |
45,962
+1,147
| +3% | +$49.3K | 0.11% | 129 |
|
|
2014
Q2 | $2.1M | Buy |
44,815
+1,707
| +4% | +$80.1K | 0.12% | 128 |
|
|
2014
Q1 | $2.01M | Buy |
43,108
+535
| +1% | +$24.9K | 0.13% | 129 |
|
|
2013
Q4 | $1.76M | Sell |
42,573
-351
| -0.8% | -$14.5K | 0.11% | 132 |
|
|
2013
Q3 | $1.73M | Sell |
42,924
-228
| -0.5% | -$9.21K | 0.12% | 119 |
|
|
2013
Q2 | $1.77M | Buy |
+43,152
| New | +$1.77M | 0.13% | 120 |
|