EP Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
9,698
+3,005
| +45% | +$313K | 0.01% | 565 |
|
|
2025
Q1 | $729K | Buy |
6,693
+508
| +8% | +$55.4K | 0.01% | 582 |
|
|
2024
Q4 | $582K | Buy |
6,185
+125
| +2% | +$11.8K | ﹤0.01% | 648 |
|
|
2024
Q3 | $583K | Buy |
6,060
+343
| +6% | +$33K | 0.01% | 640 |
|
|
2024
Q2 | $449K | Buy |
5,717
+1,485
| +35% | +$117K | ﹤0.01% | 563 |
|
|
2024
Q1 | $348K | Buy |
4,232
+316
| +8% | +$25.9K | ﹤0.01% | 590 |
|
|
2023
Q4 | $330K | Buy |
3,916
+122
| +3% | +$10.3K | ﹤0.01% | 592 |
|
|
2023
Q3 | $306K | Buy |
3,794
+980
| +35% | +$78.9K | ﹤0.01% | 556 |
|
|
2023
Q2 | $297K | Sell |
2,814
-114
| -4% | -$12K | ﹤0.01% | 566 |
|
|
2023
Q1 | $605K | Buy |
2,928
+650
| +29% | +$134K | 0.01% | 382 |
|
|
2022
Q4 | $214K | Buy |
+2,278
| New | +$214K | ﹤0.01% | 540 |
|
|
2022
Q3 | – | Sell |
-5,672
| Closed | -$571K | – | 651 |
|
|
2022
Q2 | $571K | Buy |
5,672
+1,332
| +31% | +$134K | 0.01% | 345 |
|
|
2022
Q1 | $433K | Buy |
4,340
+1,382
| +47% | +$138K | 0.01% | 405 |
|
|
2021
Q4 | $287K | Sell |
2,958
-59
| -2% | -$5.72K | 0.01% | 469 |
|
|
2021
Q3 | $266K | Sell |
3,017
-560
| -16% | -$49.4K | 0.01% | 457 |
|
|
2021
Q2 | $318K | Buy |
+3,577
| New | +$318K | 0.01% | 434 |
|