HAG
HighPoint Advisor Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
25,910
-433
| -2% | -$45.1K | 0.14% | 123 |
|
|
2025
Q1 | $2.88M | Buy |
26,343
+115
| +0.4% | +$12.6K | 0.17% | 107 |
|
|
2024
Q4 | $2.68M | Buy |
26,228
+45
| +0.2% | +$4.6K | 0.15% | 121 |
|
|
2024
Q3 | $2.52M | Sell |
26,183
-610
| -2% | -$58.7K | 0.15% | 117 |
|
|
2024
Q2 | $2.29M | Buy |
26,793
+3,700
| +16% | +$317K | 0.14% | 125 |
|
|
2024
Q1 | $1.96M | Sell |
23,093
-195
| -0.8% | -$16.6K | 0.14% | 121 |
|
|
2023
Q4 | $1.86M | Buy |
+23,288
| New | +$1.86M | 0.13% | 128 |
|
|
2022
Q2 | $2.51M | Buy |
+24,800
| New | +$2.51M | 0.27% | 73 |
|
|
2021
Q3 | $2.27M | Sell |
25,746
-1,192
| -4% | -$105K | 0.22% | 88 |
|
|
2021
Q2 | $2.4M | Buy |
26,938
+179
| +0.7% | +$15.9K | 0.24% | 86 |
|
|
2021
Q1 | $2.47M | Buy |
26,759
+209
| +0.8% | +$19.3K | 0.29% | 75 |
|
|
2020
Q4 | $2.27M | Buy |
26,550
+1,029
| +4% | +$87.9K | 0.28% | 79 |
|
|
2020
Q3 | $2.59M | Sell |
25,521
-288
| -1% | -$29.3K | 0.47% | 49 |
|
|
2020
Q2 | $2.31M | Sell |
25,809
-1,106
| -4% | -$98.8K | 0.49% | 45 |
|
|
2020
Q1 | $2.52M | Buy |
26,915
+38
| +0.1% | +$3.56K | 0.6% | 36 |
|
|
2019
Q4 | $2.63M | Sell |
26,877
-312
| -1% | -$30.5K | 0.54% | 43 |
|
|
2019
Q3 | $2.39M | Buy |
27,189
+820
| +3% | +$72K | 0.53% | 44 |
|
|
2019
Q2 | $2.28M | Buy |
26,369
+15,440
| +141% | +$1.33M | 0.53% | 45 |
|
|
2019
Q1 | $1.14M | Sell |
10,929
-145
| -1% | -$15.2K | 0.28% | 74 |
|
|
2018
Q4 | $1.1M | Sell |
11,074
-14,056
| -56% | -$1.39M | 0.29% | 78 |
|
|
2018
Q3 | $1.76M | Buy |
25,130
+12,374
| +97% | +$869K | 0.48% | 45 |
|
|
2018
Q2 | $1.16M | Buy |
12,756
+706
| +6% | +$64.1K | 0.31% | 78 |
|
|
2018
Q1 | $1.01M | Sell |
12,050
-17,305
| -59% | -$1.45M | 0.28% | 94 |
|
|
2017
Q4 | $1.79M | Sell |
29,355
-3,964
| -12% | -$242K | 0.51% | 50 |
|
|
2017
Q3 | $2.25M | Sell |
33,319
-3,525
| -10% | -$238K | 0.7% | 36 |
|
|
2017
Q2 | $2.36M | Hold |
36,844
| – | – | 0.76% | 27 |
|
|
2017
Q1 | $2.36M | Buy |
36,844
+12,505
| +51% | +$801K | 0.76% | 27 |
|
|
2016
Q4 | $1.46M | Sell |
24,339
-2
| -0% | -$120 | 0.47% | 50 |
|
|
2016
Q3 | $1.35M | Sell |
24,341
-5,207
| -18% | -$289K | 0.48% | 50 |
|
|
2016
Q2 | $1.85M | Buy |
29,548
+11,385
| +63% | +$711K | 0.65% | 32 |
|
|
2016
Q1 | $1.03M | Buy |
18,163
+2,170
| +14% | +$123K | 0.63% | 39 |
|
|
2015
Q4 | $858K | Buy |
15,993
+9,522
| +147% | +$511K | 0.56% | 51 |
|
|
2015
Q3 | $338K | Buy |
+6,471
| New | +$338K | 0.37% | 101 |
|