HBK Sorce 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 | $573K | Buy |
5,502
+19
| +0.3% | +$1.98K | 0.02% | 309 |
|
|
2025
Q1 | $598K | Buy |
5,483
+28
| +0.5% | +$3.05K | 0.02% | 301 |
|
|
2024
Q4 | $513K | Buy |
5,455
+779
| +17% | +$73.3K | 0.02% | 326 |
|
|
2024
Q3 | $450K | Buy |
4,676
+546
| +13% | +$52.5K | 0.01% | 356 |
|
|
2024
Q2 | $324K | Buy |
4,130
+74
| +2% | +$5.81K | 0.01% | 420 |
|
|
2024
Q1 | $333K | Buy |
4,056
+650
| +19% | +$53.4K | 0.01% | 422 |
|
|
2023
Q4 | $287K | Buy |
3,406
+472
| +16% | +$39.7K | 0.01% | 428 |
|
|
2023
Q3 | $236K | Buy |
2,934
+12
| +0.4% | +$967 | 0.01% | 472 |
|
|
2023
Q2 | $258K | Buy |
2,922
+290
| +11% | +$25.6K | 0.01% | 479 |
|
|
2023
Q1 | $249K | Sell |
2,632
-2,986
| -53% | -$283K | 0.01% | 474 |
|
|
2022
Q4 | $527K | Buy |
5,618
+2,813
| +100% | +$264K | 0.01% | 403 |
|
|
2022
Q3 | $251K | Buy |
+2,805
| New | +$251K | 0.02% | 400 |
|
|
2022
Q2 | – | Sell |
-2,820
| Closed | -$281K | – | 569 |
|
|
2022
Q1 | $281K | Sell |
2,820
-94
| -3% | -$9.37K | 0.02% | 414 |
|
|
2021
Q4 | $283K | Sell |
2,914
-885
| -23% | -$85.9K | 0.01% | 459 |
|
|
2021
Q3 | $335K | Buy |
3,799
+30
| +0.8% | +$2.65K | 0.02% | 408 |
|
|
2021
Q2 | $335K | Hold |
3,769
| – | – | 0.02% | 423 |
|
|
2021
Q1 | $353K | Sell |
3,769
-9
| -0.2% | -$843 | 0.02% | 369 |
|
|
2020
Q4 | $348K | Buy |
3,778
+1,124
| +42% | +$104K | 0.02% | 343 |
|
|
2020
Q3 | $257K | Hold |
2,654
| – | – | 0.02% | 375 |
|
|
2020
Q2 | $233K | Sell |
2,654
-498
| -16% | -$43.7K | 0.02% | 376 |
|
|
2020
Q1 | $278K | Sell |
3,152
-590
| -16% | -$52K | 0.03% | 307 |
|
|
2019
Q4 | $345K | Buy |
3,742
+1,099
| +42% | +$101K | 0.03% | 324 |
|
|
2019
Q3 | $251K | Sell |
2,643
-5
| -0.2% | -$475 | 0.02% | 356 |
|
|
2019
Q2 | $221K | Sell |
2,648
-332
| -11% | -$27.7K | 0.02% | 370 |
|
|
2019
Q1 | $236K | Buy |
2,980
+90
| +3% | +$7.13K | 0.02% | 375 |
|
|
2018
Q4 | $200K | Sell |
2,890
-550
| -16% | -$38.1K | 0.02% | 358 |
|
|
2018
Q3 | $230K | Sell |
3,440
-8
| -0.2% | -$535 | 0.03% | 349 |
|
|
2018
Q2 | $223K | Hold |
3,448
| – | – | 0.03% | 351 |
|
|
2018
Q1 | $216K | Buy |
+3,448
| New | +$216K | 0.03% | 340 |
|