IFP Advisors’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 | $1.38M | Sell |
13,267
-141
| -1% | -$14.7K | 0.04% | 470 |
|
|
2025
Q1 | $1.46M | Buy |
13,408
+430
| +3% | +$46.9K | 0.05% | 448 |
|
|
2024
Q4 | $1.22M | Buy |
12,978
+1,250
| +11% | +$118K | 0.04% | 480 |
|
|
2024
Q3 | $1.13M | Buy |
11,728
+1,579
| +16% | +$152K | 0.04% | 452 |
|
|
2024
Q2 | $796K | Buy |
10,149
+1,967
| +24% | +$154K | 0.03% | 505 |
|
|
2024
Q1 | $672K | Buy |
8,182
+1,443
| +21% | +$118K | 0.03% | 524 |
|
|
2023
Q4 | $567K | Buy |
6,739
+150
| +2% | +$12.6K | 0.03% | 548 |
|
|
2023
Q3 | $531K | Sell |
6,589
-69
| -1% | -$5.56K | 0.02% | 565 |
|
|
2023
Q2 | $588K | Sell |
6,658
-9,789
| -60% | -$864K | 0.02% | 597 |
|
|
2023
Q1 | $1.02M | Sell |
16,447
-5,703
| -26% | -$355K | 0.04% | 387 |
|
|
2022
Q4 | $1.43M | Buy |
22,150
+7,650
| +53% | +$493K | 0.04% | 478 |
|
|
2022
Q3 | $908K | Buy |
14,500
+2,203
| +18% | +$138K | 0.02% | 668 |
|
|
2022
Q2 | $768K | Hold |
12,297
| – | – | 0.02% | 669 |
|
|
2022
Q1 | $768K | Buy |
12,297
+8,424
| +218% | +$526K | 0.02% | 669 |
|
|
2021
Q4 | $375K | Sell |
3,873
-1,142
| -23% | -$111K | 0.01% | 691 |
|
|
2021
Q3 | $445K | Buy |
5,015
+2,325
| +86% | +$206K | 0.01% | 602 |
|
|
2021
Q2 | $242K | Sell |
2,690
-886
| -25% | -$79.7K | 0.01% | 814 |
|
|
2021
Q1 | $332K | Sell |
3,576
-1,305
| -27% | -$121K | 0.01% | 648 |
|
|
2020
Q4 | $449K | Sell |
4,881
-2,300
| -32% | -$212K | 0.02% | 541 |
|
|
2020
Q3 | $689K | Sell |
7,181
-308
| -4% | -$29.6K | 0.04% | 358 |
|
|
2020
Q2 | $649K | Buy |
7,489
+2
| +0% | +$173 | 0.05% | 356 |
|
|
2020
Q1 | $652K | Buy |
7,487
+2,444
| +48% | +$213K | 0.07% | 292 |
|
|
2019
Q4 | $466K | Sell |
5,043
-812
| -14% | -$75K | 0.04% | 437 |
|
|
2019
Q3 | $558K | Buy |
+5,855
| New | +$558K | 0.04% | 460 |
|
|
2019
Q1 | $58K | Sell |
751
-9,396
| -93% | -$726K | 0.01% | 906 |
|
|
2018
Q4 | $700K | Sell |
10,147
-4,907
| -33% | -$339K | 0.04% | 444 |
|
|
2018
Q3 | $1.01M | Sell |
15,054
-4,640
| -24% | -$310K | 0.04% | 426 |
|
|
2018
Q2 | $1.27M | Sell |
19,694
-1,277
| -6% | -$82.5K | 0.05% | 351 |
|
|
2018
Q1 | $1.39M | Hold |
20,971
| – | – | 0.06% | 307 |
|
|
2017
Q4 | $1.39M | Sell |
20,971
-15,802
| -43% | -$1.05M | 0.06% | 307 |
|
|
2017
Q3 | $2.31M | Buy |
36,773
+287
| +0.8% | +$18K | 0.09% | 238 |
|
|
2017
Q2 | $2.24M | Sell |
36,486
-808
| -2% | -$49.6K | 0.1% | 236 |
|
|
2017
Q1 | $2.26M | Sell |
37,294
-108
| -0.3% | -$6.55K | 0.1% | 224 |
|
|
2016
Q4 | $2.19M | Buy |
37,402
+312
| +0.8% | +$18.3K | 0.11% | 210 |
|
|
2016
Q3 | $2.22M | Sell |
37,090
-1,057
| -3% | -$63.3K | 0.12% | 192 |
|
|
2016
Q2 | $2.49M | Buy |
38,147
+37,396
| +4,979% | +$2.44M | 0.14% | 158 |
|
|
2016
Q1 | $58K | Sell |
751
-30,270
| -98% | -$2.34M | 0.01% | 906 |
|
|
2015
Q4 | $1.59M | Buy |
+31,021
| New | +$1.59M | 0.11% | 203 |
|