Hummer Financial Advisory Services’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 | $1.21M | Hold |
11,622
| – | – | 0.91% | 21 |
|
|
2025
Q1 | $1.27M | Buy |
11,622
+521
| +5% | +$56.8K | 1.03% | 19 |
|
|
2024
Q4 | $1.04M | Sell |
11,101
-521
| -4% | -$49K | 0.83% | 22 |
|
|
2024
Q3 | $1.12M | Hold |
11,622
| – | – | 0.88% | 24 |
|
|
2024
Q2 | $912K | Hold |
11,622
| – | – | 0.79% | 26 |
|
|
2024
Q1 | $954K | Hold |
11,622
| – | – | 0.79% | 25 |
|
|
2023
Q4 | $978K | Hold |
11,622
| – | – | 0.89% | 23 |
|
|
2023
Q3 | $936K | Hold |
11,622
| – | – | 0.95% | 21 |
|
|
2023
Q2 | $1.03M | Hold |
11,622
| – | – | 1% | 20 |
|
|
2023
Q1 | $1.1M | Buy |
11,622
+180
| +2% | +$17.1K | 1.17% | 19 |
|
|
2022
Q4 | $1.07M | Sell |
11,442
-221
| -2% | -$20.7K | 1.18% | 19 |
|
|
2022
Q3 | $1.04M | Hold |
11,663
| – | – | 1.23% | 19 |
|
|
2022
Q2 | $1.17M | Sell |
11,663
-400
| -3% | -$40.3K | 1.33% | 13 |
|
|
2022
Q1 | $1.2M | Buy |
12,063
+220
| +2% | +$22K | 1.09% | 18 |
|
|
2021
Q4 | $1.15M | Sell |
11,843
-758
| -6% | -$73.6K | 0.97% | 23 |
|
|
2021
Q3 | $1.11M | Hold |
12,601
| – | – | 1.03% | 20 |
|
|
2021
Q2 | $1.12M | Hold |
12,601
| – | – | 1.04% | 18 |
|
|
2021
Q1 | $1.18M | Hold |
12,601
| – | – | 1.15% | 17 |
|
|
2020
Q4 | $1.16M | Hold |
12,601
| – | – | 1.22% | 14 |
|
|
2020
Q3 | $1.22M | Hold |
12,601
| – | – | 1.44% | 12 |
|
|
2020
Q2 | $1.1M | Hold |
12,601
| – | – | 1.41% | 13 |
|
|
2020
Q1 | $1.11M | Sell |
12,601
-30
| -0.2% | -$2.65K | 1.68% | 10 |
|
|
2019
Q4 | $1.17M | Buy |
+12,631
| New | +$1.17M | 1.26% | 16 |
|