First Horizon Advisors’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 | $111K | Sell |
1,062
-191
| -15% | -$19.9K | ﹤0.01% | 682 |
|
|
2025
Q1 | $137K | Sell |
1,253
-1
| -0.1% | -$109 | ﹤0.01% | 596 |
|
|
2024
Q4 | $118K | Buy |
1,254
+290
| +30% | +$27.3K | ﹤0.01% | 649 |
|
|
2024
Q3 | $92.8K | Buy |
964
+267
| +38% | +$25.7K | ﹤0.01% | 750 |
|
|
2024
Q2 | $54.7K | Buy |
697
+31
| +5% | +$2.43K | ﹤0.01% | 884 |
|
|
2024
Q1 | $54.7K | Buy |
666
+20
| +3% | +$1.64K | ﹤0.01% | 911 |
|
|
2023
Q4 | $54.4K | Buy |
646
+199
| +45% | +$16.8K | ﹤0.01% | 900 |
|
|
2023
Q3 | $36K | Sell |
447
-234
| -34% | -$18.8K | ﹤0.01% | 998 |
|
|
2023
Q2 | $60.1K | Hold |
681
| – | – | ﹤0.01% | 811 |
|
|
2023
Q1 | $64.6K | Sell |
681
-36
| -5% | -$3.41K | ﹤0.01% | 782 |
|
|
2022
Q4 | $67.2K | Sell |
717
-18
| -2% | -$1.69K | ﹤0.01% | 734 |
|
|
2022
Q3 | $66K | Sell |
735
-13
| -2% | -$1.17K | ﹤0.01% | 743 |
|
|
2022
Q2 | $74K | Buy |
748
+43
| +6% | +$4.25K | ﹤0.01% | 790 |
|
|
2022
Q1 | $70K | Buy |
705
+172
| +32% | +$17.1K | ﹤0.01% | 561 |
|
|
2021
Q4 | $51K | Sell |
533
-303
| -36% | -$29K | ﹤0.01% | 913 |
|
|
2021
Q3 | $73K | Buy |
836
+416
| +99% | +$36.3K | ﹤0.01% | 777 |
|
|
2021
Q2 | $37K | Hold |
420
| – | – | ﹤0.01% | 897 |
|
|
2021
Q1 | $39K | Buy |
420
+30
| +8% | +$2.79K | ﹤0.01% | 840 |
|
|
2020
Q4 | $36K | Hold |
390
| – | – | ﹤0.01% | 710 |
|
|
2020
Q3 | $38K | Hold |
390
| – | – | ﹤0.01% | 629 |
|
|
2020
Q2 | $34K | Hold |
390
| – | – | ﹤0.01% | 625 |
|
|
2020
Q1 | $34K | Hold |
390
| – | – | ﹤0.01% | 564 |
|
|
2019
Q4 | $36K | Hold |
390
| – | – | ﹤0.01% | 664 |
|
|
2019
Q3 | $37K | Sell |
390
-1,025
| -72% | -$97.2K | ﹤0.01% | 639 |
|
|
2019
Q2 | $118K | Hold |
1,415
| – | – | 0.01% | 413 |
|
|
2019
Q1 | $112K | Buy |
1,415
+91
| +7% | +$7.2K | 0.01% | 398 |
|
|
2018
Q4 | $92K | Sell |
1,324
-3,916
| -75% | -$272K | 0.01% | 421 |
|
|
2018
Q3 | $349K | Hold |
5,240
| – | – | 0.03% | 291 |
|
|
2018
Q2 | $339K | Hold |
5,240
| – | – | 0.03% | 292 |
|
|
2018
Q1 | $328K | Hold |
5,240
| – | – | 0.03% | 245 |
|
|
2017
Q4 | $348K | Sell |
5,240
-65
| -1% | -$4.32K | 0.03% | 247 |
|
|
2017
Q3 | $333K | Buy |
5,305
+4,630
| +686% | +$291K | 0.03% | 244 |
|
|
2017
Q2 | $41K | Sell |
675
-28
| -4% | -$1.7K | ﹤0.01% | 542 |
|
|
2017
Q1 | $42K | Sell |
703
-71
| -9% | -$4.24K | ﹤0.01% | 575 |
|
|
2016
Q4 | $45K | Hold |
774
| – | – | 0.01% | 560 |
|
|
2016
Q3 | $45K | Sell |
774
-126
| -14% | -$7.33K | 0.01% | 554 |
|
|
2016
Q2 | $59K | Sell |
900
-7,153
| -89% | -$469K | 0.01% | 486 |
|
|
2016
Q1 | $483K | Buy |
8,053
+7,153
| +795% | +$429K | 0.05% | 214 |
|
|
2015
Q4 | $46K | Hold |
900
| – | – | 0.01% | 508 |
|
|
2015
Q3 | $47K | Hold |
900
| – | – | 0.01% | 543 |
|
|
2015
Q2 | $40K | Hold |
900
| – | – | 0.01% | 606 |
|
|
2015
Q1 | $45K | Hold |
900
| – | – | 0.01% | 583 |
|
|
2014
Q4 | $47K | Hold |
900
| – | – | 0.01% | 563 |
|
|
2014
Q3 | $39K | Hold |
900
| – | – | 0.01% | 601 |
|
|
2014
Q2 | $42K | Hold |
900
| – | – | 0.01% | 597 |
|
|
2014
Q1 | $42K | Sell |
900
-7
| -0.8% | -$327 | 0.01% | 559 |
|
|
2013
Q4 | $37K | Buy |
907
+7
| +0.8% | +$286 | 0.01% | 554 |
|
|
2013
Q3 | $36K | Buy |
+900
| New | +$36K | 0.01% | 514 |
|