HBK Sorce Advisory’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Buy |
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|
2025
Q2 | $573K | Buy |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $513K | Buy |
|
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $251K | Sell |
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|
2019
Q2 | $221K | Sell |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $223K | Hold |
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|
2018
Q1 | $216K | Buy |
|