HighTower Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.4M | Buy |
254,176
+9,237
| +4% | +$1.04M | 0.03% | 497 |
|
|
2025
Q4 | $25.8M | Buy |
244,939
+400
| +0.2% | +$44.3K | 0.03% | 524 |
|
|
2025
Q3 | $28M | Sell |
244,539
-1,101
| -0.4% | -$119K | 0.03% | 504 |
|
|
2025
Q2 | $25.6M | Buy |
245,640
+10,228
| +4% | +$1.09M | 0.03% | 492 |
|
|
2025
Q1 | $25.7M | Buy |
235,412
+121,485
| +107% | +$12.4M | 0.03% | 469 |
|
|
2024
Q4 | $10.7M | Buy |
113,927
+13,410
| +13% | +$1.3M | 0.01% | 725 |
|
|
2024
Q3 | $9.68M | Buy |
100,517
+11,593
| +13% | +$1.03M | 0.01% | 764 |
|
|
2024
Q2 | $6.99M | Buy |
88,924
+3,844
| +5% | +$312K | 0.01% | 858 |
|
|
2024
Q1 | $6.99M | Sell |
85,080
-3,238
| -4% | -$260K | 0.01% | 828 |
|
|
2023
Q4 | $7.47M | Sell |
88,318
-8,159
| -8% | -$672K | 0.01% | 802 |
|
|
2023
Q3 | $7.75M | Buy |
96,477
+4,418
| +5% | +$384K | 0.01% | 748 |
|
|
2023
Q2 | $8.14M | Buy |
92,059
+3,799
| +4% | +$351K | 0.02% | 719 |
|
|
2023
Q1 | $8.37M | Buy |
88,260
+692
| +0.8% | +$64.1K | 0.02% | 683 |
|
|
2022
Q4 | $8.23M | Buy |
87,568
+12,868
| +17% | +$1.19M | 0.02% | 681 |
|
|
2022
Q3 | $6.68M | Buy |
74,700
+2,505
| +3% | +$256K | 0.02% | 693 |
|
|
2022
Q2 | $7.29M | Buy |
72,195
+23,850
| +49% | +$2.42M | 0.02% | 672 |
|
|
2022
Q1 | $4.81M | Buy |
48,345
+1,450
| +3% | +$137K | 0.01% | 905 |
|
|
2021
Q4 | $4.55M | Buy |
46,895
+6,576
| +16% | +$601K | 0.01% | 944 |
|
|
2021
Q3 | $3.55M | Sell |
40,319
-881
| -2% | -$82.6K | 0.01% | 971 |
|
|
2021
Q2 | $3.67M | Buy |
41,200
+831
| +2% | +$78.3K | 0.01% | 933 |
|
|
2021
Q1 | $3.78M | Buy |
+40,369
| New | +$3.52M | 0.01% | 845 |
|
|
2020
Q4 | – | Sell |
-59,146
| Closed | -$5.73M | – | 2918 |
|
|
2020
Q3 | $5.73M | Buy |
59,146
+13,779
| +30% | +$1.28M | 0.03% | 510 |
|
|
2020
Q2 | $3.98M | Sell |
45,367
-8,847
| -16% | -$798K | 0.02% | 584 |
|
|
2020
Q1 | $4.78M | Buy |
54,214
+1,067
| +2% | +$103K | 0.03% | 465 |
|
|
2019
Q4 | $4.9M | Buy |
53,147
+7,048
| +15% | +$643K | 0.03% | 550 |
|
|
2019
Q3 | $4.38M | Sell |
46,099
-10,589
| -19% | -$954K | 0.02% | 609 |
|
|
2019
Q2 | $4.74M | Buy |
56,688
+8,141
| +17% | +$653K | 0.03% | 567 |
|
|
2019
Q1 | $3.84M | Buy |
48,547
+1,521
| +3% | +$113K | 0.03% | 610 |
|
|
2018
Q4 | $3.25M | Buy |
47,026
+14,812
| +46% | +$1.04M | 0.02% | 595 |
|
|
2018
Q3 | $2.15M | Buy |
32,214
+4,103
| +15% | +$273K | 0.02% | 805 |
|
|
2018
Q2 | $1.82M | Sell |
28,111
-24,787
| -47% | -$1.54M | 0.01% | 879 |
|
|
2018
Q1 | $3.32M | Sell |
52,898
-2,653
| -5% | -$165K | 0.03% | 620 |
|
|
2017
Q4 | $3.69M | Sell |
55,551
-9,035
| -14% | -$606K | 0.03% | 597 |
|
|
2017
Q3 | $4.06M | Sell |
64,586
-653
| -1% | -$41.7K | 0.03% | 545 |
|
|
2017
Q2 | $4M | Buy |
65,239
+32,836
| +101% | +$2.03M | 0.04% | 541 |
|
|
2017
Q1 | $1.96M | Buy |
32,403
+3,243
| +11% | +$191K | 0.02% | 767 |
|
|
2016
Q4 | $1.71M | Sell |
29,160
-1,665
| -5% | -$95.5K | 0.02% | 752 |
|
|
2016
Q3 | $1.84M | Sell |
30,825
-84,475
| -73% | -$5.27M | 0.02% | 687 |
|
|
2016
Q2 | $7.53M | Sell |
115,300
-11,187
| -9% | -$673K | 0.1% | 227 |
|
|
2016
Q1 | $7.6M | Sell |
126,487
-5,363
| -4% | -$300K | 0.09% | 257 |
|
|
2015
Q4 | $6.76M | Sell |
131,850
-30,574
| -19% | -$1.56M | 0.08% | 260 |
|
|
2015
Q3 | $8.48M | Buy |
162,424
+115,951
| +250% | +$5.64M | 0.11% | 197 |
|
|
2015
Q2 | $2.09M | Sell |
46,473
-111,000
| -70% | -$5.33M | 0.03% | 530 |
|
|
2015
Q1 | $7.8M | Sell |
157,473
-8,294
| -5% | -$434K | 0.12% | 191 |
|
|
2014
Q4 | $8.74M | Buy |
165,767
+4,025
| +2% | +$197K | 0.13% | 176 |
|
|
2014
Q3 | $6.96M | Buy |
161,742
+11,972
| +8% | +$532K | 0.12% | 204 |
|
|
2014
Q2 | $7.03M | Buy |
149,770
+50,712
| +51% | +$2.36M | 0.12% | 189 |
|
|
2014
Q1 | $4.61M | Sell |
99,058
-1,134
| -1% | -$48.9K | 0.09% | 256 |
|
|
2013
Q4 | $4.14M | Sell |
100,192
-7,380
| -7% | -$306K | 0.09% | 262 |
|
|
2013
Q3 | $4.34M | Buy |
107,572
+9,018
| +9% | +$375K | 0.11% | 220 |
|
|
2013
Q2 | $4.04M | Buy |
+98,554
| New | +$4.18M | 0.11% | 216 |
|
Other funds holding WEC
VCM
VPM
