Financial Advisors Network’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 | $488K | Buy |
4,688
+136
| +3% | +$14.2K | 0.07% | 109 |
|
|
2025
Q1 | $496K | Buy |
4,552
+196
| +4% | +$21.4K | 0.08% | 102 |
|
|
2024
Q4 | $410K | Buy |
+4,356
| New | +$410K | 0.07% | 121 |
|
|
2023
Q4 | $357K | Buy |
4,246
+46
| +1% | +$3.87K | 0.07% | 115 |
|
|
2023
Q3 | $338K | Buy |
+4,200
| New | +$338K | 0.08% | 109 |
|
|
2022
Q4 | $313K | Buy |
3,333
+720
| +28% | +$67.5K | 0.08% | 94 |
|
|
2022
Q3 | $234K | Buy |
2,613
+255
| +11% | +$22.8K | 0.07% | 100 |
|
|
2022
Q2 | $237K | Buy |
+2,358
| New | +$237K | 0.07% | 104 |
|
|
2020
Q1 | – | Sell |
-2,339
| Closed | -$216K | – | 126 |
|
|
2019
Q4 | $216K | Sell |
2,339
-242
| -9% | -$22.3K | 0.1% | 103 |
|
|
2019
Q3 | $245K | Buy |
2,581
+125
| +5% | +$11.9K | 0.13% | 96 |
|
|
2019
Q2 | $217K | Buy |
+2,456
| New | +$217K | 0.12% | 99 |
|
|
2017
Q3 | – | Sell |
-3,644
| Closed | -$224K | – | 93 |
|
|
2017
Q2 | $224K | Sell |
3,644
-68
| -2% | -$4.18K | 0.19% | 87 |
|
|
2017
Q1 | $226K | Sell |
3,712
-193
| -5% | -$11.8K | 0.2% | 87 |
|
|
2016
Q4 | $227K | Buy |
+3,905
| New | +$227K | 0.19% | 85 |
|