Envestnet Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282M | Buy |
2,709,291
+189,890
| +8% | +$19.8M | 0.08% | 221 |
|
|
2025
Q1 | $275M | Buy |
2,519,401
+430,269
| +21% | +$46.9M | 0.09% | 215 |
|
|
2024
Q4 | $196M | Buy |
2,089,132
+42,016
| +2% | +$3.95M | 0.06% | 289 |
|
|
2024
Q3 | $197M | Buy |
2,047,116
+264,177
| +15% | +$25.4M | 0.06% | 283 |
|
|
2024
Q2 | $140M | Buy |
1,782,939
+61,019
| +4% | +$4.79M | 0.05% | 357 |
|
|
2024
Q1 | $141M | Buy |
1,721,920
+56,882
| +3% | +$4.67M | 0.05% | 342 |
|
|
2023
Q4 | $140M | Buy |
1,665,038
+803,718
| +93% | +$67.6M | 0.06% | 313 |
|
|
2023
Q3 | $69.4M | Buy |
861,320
+488,917
| +131% | +$39.4M | 0.03% | 471 |
|
|
2023
Q2 | $32.9M | Buy |
372,403
+46,090
| +14% | +$4.07M | 0.01% | 679 |
|
|
2023
Q1 | $30.9M | Sell |
326,313
-147,900
| -31% | -$14M | 0.01% | 671 |
|
|
2022
Q4 | $44.5M | Sell |
474,213
-130,073
| -22% | -$12.2M | 0.02% | 518 |
|
|
2022
Q3 | $54M | Buy |
604,286
+39,784
| +7% | +$3.56M | 0.03% | 417 |
|
|
2022
Q2 | $56.8M | Buy |
564,502
+289,544
| +105% | +$29.1M | 0.03% | 404 |
|
|
2022
Q1 | $27.4M | Sell |
274,958
-77,747
| -22% | -$7.76M | 0.01% | 707 |
|
|
2021
Q4 | $34.2M | Buy |
352,705
+15,727
| +5% | +$1.53M | 0.02% | 624 |
|
|
2021
Q3 | $29.7M | Sell |
336,978
-3,874
| -1% | -$342K | 0.02% | 633 |
|
|
2021
Q2 | $30.3M | Buy |
340,852
+5,665
| +2% | +$504K | 0.02% | 631 |
|
|
2021
Q1 | $31.4M | Buy |
335,187
+47,295
| +16% | +$4.43M | 0.02% | 558 |
|
|
2020
Q4 | $26.5M | Sell |
287,892
-1,561
| -0.5% | -$144K | 0.02% | 532 |
|
|
2020
Q3 | $28M | Sell |
289,453
-27,803
| -9% | -$2.69M | 0.02% | 449 |
|
|
2020
Q2 | $27.8M | Buy |
317,256
+20,342
| +7% | +$1.78M | 0.03% | 422 |
|
|
2020
Q1 | $26.2M | Buy |
296,914
+85,572
| +40% | +$7.54M | 0.03% | 377 |
|
|
2019
Q4 | $19.5M | Buy |
211,342
+28,883
| +16% | +$2.66M | 0.02% | 544 |
|
|
2019
Q3 | $17.4M | Sell |
182,459
-11,558
| -6% | -$1.1M | 0.02% | 536 |
|
|
2019
Q2 | $16.2M | Buy |
194,017
+7,864
| +4% | +$656K | 0.02% | 550 |
|
|
2019
Q1 | $14.7M | Buy |
186,153
+11,629
| +7% | +$920K | 0.02% | 546 |
|
|
2018
Q4 | $12.1M | Buy |
+174,524
| New | +$12.1M | 0.02% | 533 |
|
|
2018
Q3 | – | Sell |
-62,923
| Closed | -$4.07M | – | 2618 |
|
|
2018
Q2 | $4.07M | Buy |
62,923
+544
| +0.9% | +$35.2K | 0.01% | 559 |
|
|
2018
Q1 | $3.92M | Sell |
62,379
-17,306
| -22% | -$1.09M | 0.01% | 473 |
|
|
2017
Q4 | $5.29M | Buy |
79,685
+1,237
| +2% | +$82.2K | 0.01% | 568 |
|
|
2017
Q3 | $4.93M | Sell |
78,448
-13,412
| -15% | -$842K | 0.01% | 556 |
|
|
2017
Q2 | $5.64M | Sell |
91,860
-9,986
| -10% | -$613K | 0.02% | 527 |
|
|
2017
Q1 | $6.18M | Sell |
101,846
-4,327
| -4% | -$262K | 0.02% | 499 |
|
|
2016
Q4 | $6.23M | Buy |
106,173
+17,694
| +20% | +$1.04M | 0.02% | 469 |
|
|
2016
Q3 | $5.3M | Sell |
88,479
-46,950
| -35% | -$2.81M | 0.02% | 564 |
|
|
2016
Q2 | $8.84M | Sell |
135,429
-2,584
| -2% | -$169K | 0.04% | 421 |
|
|
2016
Q1 | $8.29M | Buy |
138,013
+1,979
| +1% | +$119K | 0.04% | 414 |
|
|
2015
Q4 | $6.98M | Buy |
136,034
+2,420
| +2% | +$124K | 0.03% | 456 |
|
|
2015
Q3 | $6.98M | Buy |
133,614
+61,950
| +86% | +$3.23M | 0.03% | 433 |
|
|
2015
Q2 | $3.22M | Sell |
71,664
-7,036
| -9% | -$316K | 0.02% | 822 |
|
|
2015
Q1 | $3.9M | Buy |
78,700
+78,626
| +106,251% | +$3.89M | 0.02% | 661 |
|
|
2014
Q4 | $4K | Sell |
74
-200
| -73% | -$10.8K | ﹤0.01% | 2204 |
|
|
2014
Q3 | $12K | Sell |
274
-2,971
| -92% | -$130K | ﹤0.01% | 2063 |
|
|
2014
Q2 | $152K | Buy |
3,245
+2,779
| +596% | +$130K | ﹤0.01% | 1095 |
|
|
2014
Q1 | $22K | Buy |
466
+374
| +407% | +$17.7K | ﹤0.01% | 1630 |
|
|
2013
Q4 | $4K | Sell |
92
-493
| -84% | -$21.4K | ﹤0.01% | 2087 |
|
|
2013
Q3 | $24K | Sell |
585
-5,257
| -90% | -$216K | ﹤0.01% | 1426 |
|
|
2013
Q2 | $239K | Buy |
+5,842
| New | +$239K | ﹤0.01% | 760 |
|