Financial Advocates Investment Management’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 | $308K | Sell |
2,956
-2,584
| -47% | -$269K | 0.03% | 489 |
|
|
2025
Q1 | $604K | Buy |
5,540
+75
| +1% | +$8.17K | 0.04% | 386 |
|
|
2024
Q4 | $514K | Sell |
5,465
-306
| -5% | -$28.8K | 0.03% | 438 |
|
|
2024
Q3 | $555K | Buy |
5,771
+1,849
| +47% | +$178K | 0.03% | 432 |
|
|
2024
Q2 | $308K | Sell |
3,922
-2,154
| -35% | -$169K | 0.02% | 568 |
|
|
2024
Q1 | $499K | Buy |
6,076
+187
| +3% | +$15.4K | 0.03% | 455 |
|
|
2023
Q4 | $496K | Buy |
5,889
+2,717
| +86% | +$229K | 0.03% | 431 |
|
|
2023
Q3 | $255K | Sell |
3,172
-192
| -6% | -$15.5K | 0.02% | 569 |
|
|
2023
Q2 | $297K | Sell |
3,364
-173
| -5% | -$15.3K | 0.02% | 522 |
|
|
2023
Q1 | $335K | Buy |
3,537
+15
| +0.4% | +$1.42K | 0.02% | 512 |
|
|
2022
Q4 | $330K | Sell |
3,522
-20
| -0.6% | -$1.88K | 0.02% | 533 |
|
|
2022
Q3 | $317K | Buy |
3,542
+9
| +0.3% | +$805 | 0.03% | 526 |
|
|
2022
Q2 | $356K | Buy |
3,533
+8
| +0.2% | +$806 | 0.03% | 469 |
|
|
2022
Q1 | $352K | Buy |
3,525
+9
| +0.3% | +$899 | 0.02% | 529 |
|
|
2021
Q4 | $341K | Sell |
3,516
-53
| -1% | -$5.14K | 0.02% | 593 |
|
|
2021
Q3 | $315K | Sell |
3,569
-52
| -1% | -$4.59K | 0.02% | 603 |
|
|
2021
Q2 | $322K | Buy |
3,621
+1,105
| +44% | +$98.3K | 0.02% | 586 |
|
|
2021
Q1 | $236K | Hold |
2,516
| – | – | 0.02% | 663 |
|
|
2020
Q4 | $232K | Sell |
2,516
-15
| -0.6% | -$1.38K | 0.02% | 636 |
|
|
2020
Q3 | $245K | Sell |
2,531
-16
| -0.6% | -$1.55K | 0.02% | 518 |
|
|
2020
Q2 | $223K | Hold |
2,547
| – | – | 0.02% | 518 |
|
|
2020
Q1 | $224K | Buy |
2,547
+35
| +1% | +$3.08K | 0.03% | 409 |
|
|
2019
Q4 | $231K | Buy |
+2,512
| New | +$231K | 0.02% | 453 |
|
|
2019
Q3 | – | Sell |
-2,515
| Closed | -$210K | – | 503 |
|
|
2019
Q2 | $210K | Buy |
+2,515
| New | +$210K | 0.02% | 441 |
|