Gradient Investments’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
6,140
-1
| -0% | -$104 | 0.01% | 271 |
|
|
2025
Q1 | $669K | Buy |
6,141
+120
| +2% | +$13.1K | 0.01% | 217 |
|
|
2024
Q4 | $566K | Sell |
6,021
-17
| -0.3% | -$1.6K | 0.01% | 209 |
|
|
2024
Q3 | $581K | Sell |
6,038
-786
| -12% | -$75.6K | 0.01% | 212 |
|
|
2024
Q2 | $535K | Buy |
6,824
+5,069
| +289% | +$398K | 0.01% | 225 |
|
|
2024
Q1 | $144K | Sell |
1,755
-2,224
| -56% | -$183K | ﹤0.01% | 325 |
|
|
2023
Q4 | $335K | Hold |
3,979
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $321K | Buy |
3,979
+139
| +4% | +$11.2K | 0.01% | 270 |
|
|
2023
Q2 | $339K | Sell |
3,840
-9
| -0.2% | -$794 | 0.01% | 270 |
|
|
2023
Q1 | $365K | Buy |
3,849
+9
| +0.2% | +$853 | 0.01% | 252 |
|
|
2022
Q4 | $360K | Buy |
3,840
+11
| +0.3% | +$1.03K | 0.01% | 257 |
|
|
2022
Q3 | $342K | Hold |
3,829
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $385K | Hold |
3,829
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $382K | Sell |
3,829
-22
| -0.6% | -$2.2K | 0.01% | 246 |
|
|
2021
Q4 | $374K | Hold |
3,851
| – | – | 0.01% | 236 |
|
|
2021
Q3 | $340K | Hold |
3,851
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $343K | Sell |
3,851
-249
| -6% | -$22.2K | 0.01% | 244 |
|
|
2021
Q1 | $384K | Sell |
4,100
-2,949
| -42% | -$276K | 0.01% | 242 |
|
|
2020
Q4 | $683K | Hold |
7,049
| – | – | 0.03% | 170 |
|
|
2020
Q3 | $683K | Buy |
7,049
+1,744
| +33% | +$169K | 0.03% | 172 |
|
|
2020
Q2 | $465K | Sell |
5,305
-6
| -0.1% | -$526 | 0.02% | 199 |
|
|
2020
Q1 | $468K | Buy |
5,311
+6
| +0.1% | +$529 | 0.03% | 198 |
|
|
2019
Q4 | $489K | Sell |
5,305
-6
| -0.1% | -$553 | 0.02% | 217 |
|
|
2019
Q3 | $505K | Buy |
5,311
+27
| +0.5% | +$2.57K | 0.02% | 220 |
|
|
2019
Q2 | $441K | Buy |
5,284
+250
| +5% | +$20.9K | 0.02% | 224 |
|
|
2019
Q1 | $398K | Hold |
5,034
| – | – | 0.03% | 198 |
|
|
2018
Q4 | $349K | Hold |
5,034
| – | – | 0.02% | 196 |
|
|
2018
Q3 | $336K | Hold |
5,034
| – | – | 0.02% | 215 |
|
|
2018
Q2 | $325K | Buy |
5,034
+208
| +4% | +$13.4K | 0.02% | 211 |
|
|
2018
Q1 | $303K | Buy |
4,826
+42
| +0.9% | +$2.64K | 0.02% | 213 |
|
|
2017
Q4 | $318K | Hold |
4,784
| – | – | 0.02% | 221 |
|
|
2017
Q3 | $300K | Buy |
4,784
+583
| +14% | +$36.6K | 0.02% | 213 |
|
|
2017
Q2 | $258K | Buy |
4,201
+8
| +0.2% | +$491 | 0.02% | 206 |
|
|
2017
Q1 | $254K | Hold |
4,193
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $246K | Sell |
4,193
-23
| -0.5% | -$1.35K | 0.02% | 175 |
|
|
2016
Q3 | $252K | Buy |
4,216
+23
| +0.5% | +$1.38K | 0.02% | 174 |
|
|
2016
Q2 | $274K | Buy |
4,193
+283
| +7% | +$18.5K | 0.03% | 166 |
|
|
2016
Q1 | $235K | Buy |
3,910
+1,019
| +35% | +$61.2K | 0.03% | 166 |
|
|
2015
Q4 | $148K | Sell |
2,891
-2
| -0.1% | -$102 | 0.02% | 184 |
|
|
2015
Q3 | $151K | Buy |
2,893
+2
| +0.1% | +$104 | 0.02% | 178 |
|
|
2015
Q2 | $130K | Buy |
2,891
+2,756
| +2,041% | +$124K | 0.02% | 189 |
|
|
2015
Q1 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 456 |
|