Hennion & Walsh Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
34,226
+949
| +3% | +$98.9K | 0.14% | 176 |
|
|
2025
Q1 | $3.63M | Buy |
33,277
+2,691
| +9% | +$293K | 0.16% | 163 |
|
|
2024
Q4 | $2.88M | Buy |
30,586
+1,123
| +4% | +$106K | 0.13% | 199 |
|
|
2024
Q3 | $2.83M | Sell |
29,463
-1,986
| -6% | -$191K | 0.13% | 202 |
|
|
2024
Q2 | $2.47M | Sell |
31,449
-663
| -2% | -$52K | 0.13% | 215 |
|
|
2024
Q1 | $2.64M | Sell |
32,112
-969
| -3% | -$79.6K | 0.14% | 202 |
|
|
2023
Q4 | $2.78M | Sell |
33,081
-352
| -1% | -$29.6K | 0.16% | 184 |
|
|
2023
Q3 | $2.69M | Sell |
33,433
-663
| -2% | -$53.4K | 0.17% | 159 |
|
|
2023
Q2 | $3.01M | Sell |
34,096
-12,040
| -26% | -$1.06M | 0.18% | 148 |
|
|
2023
Q1 | $4.37M | Buy |
46,136
+2,709
| +6% | +$257K | 0.27% | 88 |
|
|
2022
Q4 | $4.07M | Sell |
43,427
-8,144
| -16% | -$764K | 0.25% | 100 |
|
|
2022
Q3 | $4.61M | Sell |
51,571
-7,303
| -12% | -$653K | 0.3% | 77 |
|
|
2022
Q2 | $5.93M | Sell |
58,874
-14,684
| -20% | -$1.48M | 0.37% | 64 |
|
|
2022
Q1 | $7.34M | Sell |
73,558
-386
| -0.5% | -$38.5K | 0.39% | 61 |
|
|
2021
Q4 | $7.18M | Sell |
73,944
-816
| -1% | -$79.2K | 0.35% | 72 |
|
|
2021
Q3 | $6.59M | Buy |
74,760
+4,382
| +6% | +$387K | 0.35% | 66 |
|
|
2021
Q2 | $6.26M | Buy |
70,378
+15,116
| +27% | +$1.34M | 0.33% | 68 |
|
|
2021
Q1 | $5.17M | Buy |
+55,262
| New | +$5.17M | 0.31% | 82 |
|