Financial Planning & Information Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.8M | Buy |
81,106
+1,019
| +1% | +$98K | 1.08% | 24 |
|
|
2024
Q2 | $6.28M | Buy |
80,087
+4,966
| +7% | +$390K | 0.96% | 26 |
|
|
2024
Q1 | $6.17M | Buy |
75,121
+4,589
| +7% | +$377K | 0.93% | 26 |
|
|
2023
Q4 | $5.94M | Buy |
70,532
+9,918
| +16% | +$835K | 0.94% | 26 |
|
|
2023
Q3 | $4.88M | Buy |
60,614
+586
| +1% | +$47.2K | 0.91% | 23 |
|
|
2023
Q2 | $5.3M | Buy |
60,028
+3,341
| +6% | +$295K | 0.98% | 23 |
|
|
2023
Q1 | $5.37M | Sell |
56,687
-2,732
| -5% | -$259K | 1.04% | 24 |
|
|
2022
Q4 | $5.57M | Buy |
59,419
+540
| +0.9% | +$50.6K | 1.18% | 21 |
|
|
2022
Q3 | $5.27M | Buy |
58,879
+547
| +0.9% | +$48.9K | 1.28% | 20 |
|
|
2022
Q2 | $5.87M | Sell |
58,332
-2,236
| -4% | -$225K | 1.43% | 19 |
|
|
2022
Q1 | $6.05M | Sell |
60,568
-3,286
| -5% | -$328K | 1.35% | 18 |
|
|
2021
Q4 | $6.2M | Sell |
63,854
-212
| -0.3% | -$20.6K | 1.53% | 16 |
|
|
2021
Q3 | $5.65M | Buy |
64,066
+345
| +0.5% | +$30.4K | 1.54% | 15 |
|
|
2021
Q2 | $5.67M | Buy |
63,721
+2,383
| +4% | +$212K | 1.66% | 15 |
|
|
2021
Q1 | $5.74M | Buy |
61,338
+353
| +0.6% | +$33K | 1.76% | 15 |
|
|
2020
Q4 | $5.61M | Buy |
60,985
+1,780
| +3% | +$164K | 1.89% | 14 |
|
|
2020
Q3 | $5.74M | Buy |
59,205
+1,710
| +3% | +$166K | 2.23% | 14 |
|
|
2020
Q2 | $5.04M | Sell |
57,495
-2,328
| -4% | -$204K | 2.11% | 13 |
|
|
2020
Q1 | $5.27M | Buy |
59,823
+107
| +0.2% | +$9.43K | 2.74% | 12 |
|
|
2019
Q4 | $5.51M | Sell |
59,716
-386
| -0.6% | -$35.6K | 2.19% | 13 |
|
|
2019
Q3 | $5.72M | Buy |
60,102
+1,451
| +2% | +$138K | 2.42% | 13 |
|
|
2019
Q2 | $4.89M | Sell |
58,651
-585
| -1% | -$48.8K | 2.12% | 13 |
|
|
2019
Q1 | $4.68M | Buy |
59,236
+2,024
| +4% | +$160K | 2.09% | 14 |
|
|
2018
Q4 | $3.96M | Sell |
57,212
-1,918
| -3% | -$133K | 1.96% | 15 |
|
|
2018
Q3 | $3.95M | Buy |
59,130
+1,521
| +3% | +$102K | 1.53% | 19 |
|
|
2018
Q2 | $3.72M | Sell |
57,609
-513
| -0.9% | -$33.2K | 1.39% | 18 |
|
|
2018
Q1 | $3.64M | Sell |
58,122
-1,792
| -3% | -$112K | 1.28% | 18 |
|
|
2017
Q4 | $3.98M | Buy |
59,914
+1,129
| +2% | +$75K | 1.35% | 18 |
|
|
2017
Q3 | $3.69M | Sell |
58,785
-1,439
| -2% | -$90.4K | 1.3% | 18 |
|
|
2017
Q2 | $3.7M | Sell |
60,224
-1,686
| -3% | -$103K | 1.33% | 18 |
|
|
2017
Q1 | $3.75M | Sell |
61,910
-2,127
| -3% | -$129K | 1.38% | 18 |
|
|
2016
Q4 | $3.76M | Sell |
64,037
-1,008
| -2% | -$59.1K | 1.46% | 18 |
|
|
2016
Q3 | $3.9M | Buy |
65,045
+11,150
| +21% | +$668K | 1.6% | 18 |
|
|
2016
Q2 | $3.52M | Sell |
53,895
-786
| -1% | -$51.3K | 1.61% | 18 |
|
|
2016
Q1 | $3.29M | Buy |
54,681
+6,812
| +14% | +$409K | 1.69% | 18 |
|
|
2015
Q4 | $2.46M | Buy |
47,869
+437
| +0.9% | +$22.4K | 1.4% | 19 |
|
|
2015
Q3 | $2.48M | Sell |
47,432
-18,381
| -28% | -$960K | 1.56% | 19 |
|
|
2015
Q2 | $2.96M | Buy |
+65,813
| New | +$2.96M | 1.77% | 19 |
|