IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.6M | Buy |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $796K | Buy |
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|
2024
Q1 | $672K | Buy |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $908K | Buy |
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|
2022
Q2 | $768K | Hold |
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|
2022
Q1 | $768K | Buy |
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|
2021
Q4 | $375K | Sell |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $449K | Sell |
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|
2020
Q3 | $689K | Sell |
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|
2020
Q2 | $649K | Buy |
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|
2020
Q1 | $652K | Buy |
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|
2019
Q4 | $466K | Sell |
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|
2019
Q3 | $558K | Buy |
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|
2019
Q1 | $58K | Sell |
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|
2018
Q4 | $700K | Sell |
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|
2018
Q3 | $1M | Sell |
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|
2018
Q2 | $1.27M | Sell |
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|
2018
Q1 | $1.39M | Hold |
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|
2017
Q4 | $1.39M | Sell |
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|
2017
Q3 | $2.31M | Buy |
|
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|
2017
Q2 | $2.24M | Sell |
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|
2017
Q1 | $2.26M | Sell |
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|
2016
Q4 | $2.19M | Buy |
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|
2016
Q3 | $2.22M | Sell |
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|
2016
Q2 | $2.49M | Buy |
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|
2016
Q1 | $58K | Sell |
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|
2015
Q4 | $1.59M | Buy |
|