Gladstone Institutional Advisory’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 | $314K | Sell |
3,015
-634
| -17% | -$66.1K | 0.01% | 597 |
|
|
2025
Q1 | $398K | Buy |
3,649
+332
| +10% | +$36.2K | 0.02% | 527 |
|
|
2024
Q4 | $312K | Sell |
3,317
-4
| -0.1% | -$376 | 0.01% | 571 |
|
|
2024
Q3 | $319K | Buy |
3,321
+71
| +2% | +$6.83K | 0.02% | 563 |
|
|
2024
Q2 | $255K | Buy |
3,250
+615
| +23% | +$48.3K | 0.01% | 574 |
|
|
2024
Q1 | $216K | Sell |
2,635
-640
| -20% | -$52.6K | 0.01% | 593 |
|
|
2023
Q4 | $276K | Buy |
3,275
+543
| +20% | +$45.7K | 0.02% | 545 |
|
|
2023
Q3 | $220K | Sell |
2,732
-227
| -8% | -$18.3K | 0.01% | 557 |
|
|
2023
Q2 | $261K | Buy |
2,959
+10
| +0.3% | +$882 | 0.02% | 542 |
|
|
2023
Q1 | $280K | Buy |
2,949
+449
| +18% | +$42.6K | 0.02% | 541 |
|
|
2022
Q4 | $234K | Buy |
2,500
+186
| +8% | +$17.4K | 0.02% | 563 |
|
|
2022
Q3 | $207K | Buy |
2,314
+6
| +0.3% | +$537 | 0.02% | 577 |
|
|
2022
Q2 | $232K | Sell |
2,308
-529
| -19% | -$53.2K | 0.02% | 568 |
|
|
2022
Q1 | $283K | Sell |
2,837
-350
| -11% | -$34.9K | 0.02% | 567 |
|
|
2021
Q4 | $309K | Sell |
3,187
-603
| -16% | -$58.5K | 0.02% | 471 |
|
|
2021
Q3 | $334K | Buy |
+3,790
| New | +$334K | 0.03% | 406 |
|