Guardian Capital’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 | $9.66M | Buy |
92,742
+14,094
| +18% | +$1.47M | 0.34% | 63 |
|
|
2025
Q1 | $8.57M | Buy |
78,648
+125
| +0.2% | +$13.6K | 0.34% | 67 |
|
|
2024
Q4 | $7.38M | Buy |
78,523
+1,106
| +1% | +$104K | 0.27% | 70 |
|
|
2024
Q3 | $7.45M | Sell |
77,417
-458
| -0.6% | -$44.1K | 0.27% | 64 |
|
|
2024
Q2 | $6.11M | Sell |
77,875
-471
| -0.6% | -$37K | 0.23% | 66 |
|
|
2024
Q1 | $6.43M | Sell |
78,346
-323
| -0.4% | -$26.5K | 0.22% | 67 |
|
|
2023
Q4 | $6.62M | Sell |
78,669
-13,137
| -14% | -$1.11M | 0.24% | 69 |
|
|
2023
Q3 | $7.39M | Sell |
91,806
-14,253
| -13% | -$1.15M | 0.28% | 67 |
|
|
2023
Q2 | $9.36M | Sell |
106,059
-440
| -0.4% | -$38.8K | 0.3% | 62 |
|
|
2023
Q1 | $10.1M | Sell |
106,499
-1,527
| -1% | -$145K | 0.32% | 63 |
|
|
2022
Q4 | $10.1M | Sell |
108,026
-378
| -0.3% | -$35.4K | 0.33% | 62 |
|
|
2022
Q3 | $9.7M | Sell |
108,404
-298
| -0.3% | -$26.7K | 0.33% | 61 |
|
|
2022
Q2 | $10.9M | Buy |
108,702
+2,185
| +2% | +$220K | 0.33% | 66 |
|
|
2022
Q1 | $10.6M | Buy |
+106,517
| New | +$10.6M | 0.21% | 70 |
|
|
2020
Q3 | – | Sell |
-63,257
| Closed | -$5.54M | – | 158 |
|
|
2020
Q2 | $5.54M | Sell |
63,257
-45,336
| -42% | -$3.97M | 0.14% | 70 |
|
|
2020
Q1 | $9.57M | Sell |
108,593
-6,087
| -5% | -$536K | 0.28% | 60 |
|
|
2019
Q4 | $10.6M | Sell |
114,680
-43,256
| -27% | -$3.99M | 0.22% | 63 |
|
|
2019
Q3 | $15M | Sell |
157,936
-816
| -0.5% | -$77.6K | 0.3% | 64 |
|
|
2019
Q2 | $13.2M | Buy |
158,752
+2,234
| +1% | +$186K | 0.26% | 66 |
|
|
2019
Q1 | $12.4M | Sell |
156,518
-6,653
| -4% | -$526K | 0.23% | 66 |
|
|
2018
Q4 | $11.3M | Sell |
163,171
-3,324
| -2% | -$230K | 0.24% | 66 |
|
|
2018
Q3 | $11.1M | Buy |
166,495
+23,972
| +17% | +$1.6M | 0.19% | 71 |
|
|
2018
Q2 | $9.21M | Buy |
142,523
+59,234
| +71% | +$3.83M | 0.16% | 75 |
|
|
2018
Q1 | $5.22M | Buy |
+83,289
| New | +$5.22M | 0.09% | 98 |
|