Focus Financial 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 | $618K | Buy |
5,927
+677
| +13% | +$70.5K | 0.02% | 385 |
|
|
2025
Q1 | $572K | Sell |
5,250
-70
| -1% | -$7.63K | 0.02% | 391 |
|
|
2024
Q4 | $500K | Buy |
5,320
+1,274
| +31% | +$120K | 0.02% | 416 |
|
|
2024
Q3 | $389K | Buy |
4,046
+50
| +1% | +$4.81K | 0.02% | 473 |
|
|
2024
Q2 | $329K | Sell |
3,996
-473
| -11% | -$39K | 0.01% | 504 |
|
|
2024
Q1 | $359K | Sell |
4,469
-273
| -6% | -$22K | 0.02% | 452 |
|
|
2023
Q4 | $399K | Buy |
4,742
+826
| +21% | +$69.5K | 0.02% | 502 |
|
|
2023
Q3 | $315K | Sell |
3,916
-301
| -7% | -$24.2K | 0.02% | 454 |
|
|
2023
Q2 | $372K | Buy |
4,217
+205
| +5% | +$18.1K | 0.02% | 421 |
|
|
2023
Q1 | $380K | Buy |
4,012
+36
| +0.9% | +$3.41K | 0.02% | 400 |
|
|
2022
Q4 | $373K | Buy |
3,976
+10
| +0.3% | +$938 | 0.03% | 329 |
|
|
2022
Q3 | $355K | Buy |
3,966
+360
| +10% | +$32.2K | 0.03% | 340 |
|
|
2022
Q2 | $363K | Buy |
3,606
+722
| +25% | +$72.7K | 0.03% | 347 |
|
|
2022
Q1 | $288K | Buy |
+2,884
| New | +$288K | 0.02% | 411 |
|
|
2021
Q1 | – | Sell |
-2,537
| Closed | -$234K | – | 555 |
|
|
2020
Q4 | $234K | Sell |
2,537
-23
| -0.9% | -$2.12K | 0.02% | 396 |
|
|
2020
Q3 | $248K | Sell |
2,560
-13
| -0.5% | -$1.26K | 0.02% | 378 |
|
|
2020
Q2 | $226K | Sell |
2,573
-107
| -4% | -$9.38K | 0.03% | 356 |
|
|
2020
Q1 | $236K | Sell |
2,680
-140
| -5% | -$12.3K | 0.03% | 311 |
|
|
2019
Q4 | $260K | Sell |
2,820
-1,048
| -27% | -$96.6K | 0.03% | 342 |
|
|
2019
Q3 | $368K | Buy |
3,868
+2
| +0.1% | +$190 | 0.05% | 261 |
|
|
2019
Q2 | $322K | Buy |
3,866
+756
| +24% | +$63K | 0.05% | 271 |
|
|
2019
Q1 | $246K | Buy |
+3,110
| New | +$246K | 0.04% | 315 |
|