IHT Wealth Management’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 | $1.12M | Buy |
10,767
+1,080
| +11% | +$113K | 0.03% | 466 |
|
|
2025
Q1 | $1.05M | Buy |
9,687
+85
| +0.9% | +$9.26K | 0.03% | 459 |
|
|
2024
Q4 | $903K | Sell |
9,602
-337
| -3% | -$31.7K | 0.03% | 489 |
|
|
2024
Q3 | $956K | Buy |
9,939
+549
| +6% | +$52.8K | 0.03% | 516 |
|
|
2024
Q2 | $742K | Buy |
9,390
+942
| +11% | +$74.5K | 0.03% | 512 |
|
|
2024
Q1 | $694K | Buy |
8,448
+462
| +6% | +$37.9K | 0.03% | 534 |
|
|
2023
Q4 | $672K | Sell |
7,986
-285
| -3% | -$24K | 0.03% | 505 |
|
|
2023
Q3 | $666K | Buy |
8,271
+1,183
| +17% | +$95.3K | 0.03% | 468 |
|
|
2023
Q2 | $625K | Buy |
7,088
+1,883
| +36% | +$166K | 0.03% | 474 |
|
|
2023
Q1 | $493K | Buy |
5,205
+1,237
| +31% | +$117K | 0.03% | 506 |
|
|
2022
Q4 | $372K | Sell |
3,968
-534
| -12% | -$50.1K | 0.02% | 580 |
|
|
2022
Q3 | $403K | Buy |
4,502
+1,190
| +36% | +$107K | 0.03% | 520 |
|
|
2022
Q2 | $333K | Buy |
3,312
+1
| +0% | +$101 | 0.03% | 497 |
|
|
2022
Q1 | $330K | Sell |
3,311
-736
| -18% | -$73.4K | 0.03% | 535 |
|
|
2021
Q4 | $393K | Buy |
4,047
+11
| +0.3% | +$1.07K | 0.03% | 509 |
|
|
2021
Q3 | $356K | Sell |
4,036
-7,024
| -64% | -$620K | 0.03% | 543 |
|
|
2021
Q2 | $984K | Buy |
11,060
+5,720
| +107% | +$509K | 0.06% | 323 |
|
|
2021
Q1 | $500K | Buy |
5,340
+4
| +0.1% | +$375 | 0.04% | 459 |
|
|
2020
Q4 | $491K | Buy |
5,336
+60
| +1% | +$5.52K | 0.04% | 415 |
|
|
2020
Q3 | $511K | Buy |
5,276
+773
| +17% | +$74.9K | 0.05% | 342 |
|
|
2020
Q2 | $395K | Sell |
4,503
-919
| -17% | -$80.6K | 0.05% | 339 |
|
|
2020
Q1 | $478K | Buy |
5,422
+265
| +5% | +$23.4K | 0.07% | 294 |
|
|
2019
Q4 | $476K | Sell |
5,157
-635
| -11% | -$58.6K | 0.06% | 338 |
|
|
2019
Q3 | $551K | Buy |
5,792
+854
| +17% | +$81.2K | 0.07% | 299 |
|
|
2019
Q2 | $412K | Buy |
4,938
+500
| +11% | +$41.7K | 0.06% | 331 |
|
|
2019
Q1 | $351K | Sell |
4,438
-1,364
| -24% | -$108K | 0.06% | 329 |
|
|
2018
Q4 | $402K | Buy |
5,802
+170
| +3% | +$11.8K | 0.08% | 280 |
|
|
2018
Q3 | $376K | Buy |
5,632
+184
| +3% | +$12.3K | 0.08% | 279 |
|
|
2018
Q2 | $352K | Buy |
5,448
+1,550
| +40% | +$100K | 0.09% | 271 |
|
|
2018
Q1 | $243K | Sell |
3,898
-143
| -4% | -$8.92K | 0.07% | 315 |
|
|
2017
Q4 | $264K | Buy |
4,041
+177
| +5% | +$11.6K | 0.07% | 306 |
|
|
2017
Q3 | $248K | Buy |
3,864
+464
| +14% | +$29.8K | 0.11% | 213 |
|
|
2017
Q2 | $37 | Buy |
3,400
+42
| +1% | – | 0.02% | 596 |
|
|
2017
Q1 | $206K | Buy |
3,358
+423
| +14% | +$25.9K | 0.14% | 173 |
|
|
2016
Q4 | $172K | Buy |
+2,935
| New | +$172K | 0.13% | 189 |
|