Global Retirement Partners’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 | $2.36M | Buy |
+22,612
| New | +$2.36M | 0.06% | 295 |
|
|
2024
Q4 | $2.01M | Buy |
21,414
+709
| +3% | +$66.7K | 0.06% | 299 |
|
|
2024
Q3 | $1.99M | Buy |
20,705
+11,319
| +121% | +$1.09M | 0.06% | 285 |
|
|
2024
Q2 | $736K | Buy |
9,386
+4,546
| +94% | +$357K | 0.02% | 505 |
|
|
2024
Q1 | $397K | Sell |
4,840
-6,383
| -57% | -$524K | 0.01% | 585 |
|
|
2023
Q4 | $927K | Sell |
11,223
-1,400
| -11% | -$116K | 0.04% | 356 |
|
|
2023
Q3 | $1,000K | Buy |
12,623
+307
| +2% | +$24.3K | 0.05% | 303 |
|
|
2023
Q2 | $1.09M | Buy |
12,316
+4,468
| +57% | +$394K | 0.05% | 302 |
|
|
2023
Q1 | $740K | Buy |
7,848
+5,214
| +198% | +$492K | 0.04% | 362 |
|
|
2022
Q4 | $247K | Buy |
2,634
+16
| +0.6% | +$1.5K | 0.02% | 535 |
|
|
2022
Q3 | $239K | Sell |
2,618
-12
| -0.5% | -$1.1K | 0.02% | 519 |
|
|
2022
Q2 | $265K | Buy |
2,630
+43
| +2% | +$4.33K | 0.02% | 500 |
|
|
2022
Q1 | $280K | Buy |
+2,587
| New | +$280K | 0.02% | 482 |
|
|
2021
Q4 | – | Sell |
-2,735
| Closed | -$241K | – | 1808 |
|
|
2021
Q3 | $241K | Hold |
2,735
| – | – | 0.02% | 433 |
|
|
2021
Q2 | $243K | Buy |
2,735
+2,703
| +8,447% | +$240K | 0.02% | 418 |
|
|
2021
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 1605 |
|
|
2020
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q2 | $3K | Sell |
32
-33
| -51% | -$3.09K | ﹤0.01% | 1417 |
|
|
2020
Q1 | $6K | Buy |
65
+1
| +2% | +$92 | ﹤0.01% | 1194 |
|
|
2019
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 1274 |
|
|
2019
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 1303 |
|
|
2019
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q4 | $4K | Buy |
64
+33
| +106% | +$2.06K | ﹤0.01% | 1237 |
|
|
2018
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1424 |
|
|
2018
Q2 | $2K | Sell |
31
-172
| -85% | -$11.1K | ﹤0.01% | 1414 |
|
|
2018
Q1 | $13K | Sell |
203
-66
| -25% | -$4.23K | ﹤0.01% | 892 |
|
|
2017
Q4 | $18K | Buy |
269
+67
| +33% | +$4.48K | ﹤0.01% | 758 |
|
|
2017
Q3 | $13K | Hold |
202
| – | – | 0.01% | 753 |
|
|
2017
Q2 | $12K | Buy |
202
+30
| +17% | +$1.78K | 0.01% | 742 |
|
|
2017
Q1 | $10K | Hold |
172
| – | – | 0.01% | 759 |
|
|
2016
Q4 | $10K | Buy |
+172
| New | +$10K | 0.01% | 701 |
|